| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 61,977 | $1.27M | $1.36M | $91,888.57 | 7.24% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 10,604 | $304,407.44 | $233,022.9 | -$71,384.54 | -23.45% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 14,661 | $289,286.06 | $322,175.47 | $32,889.41 | 11.37% |
J. Derieck Hodges Anchor Pointe Wealth Management, LLC | 20,672 | $467,397 | $454,267.2 | -$13,129.8 | -2.81% |
Chad Warrick Summit Wealth Partners, LLC | 20,769 | $581,382.96 | $452,971.89 | -$128,411.07 | -22.09% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 53,910 | $1.07M | $1.18M | $116,884.18 | 10.95% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 432,797 | $12.12M | $9.44M | -$2.68M | -22.13% |
Alison Gould Persium Advisors, LLC | 42,046 | $983,867.87 | $923,960.85 | -$59,907.02 | -6.09% |
| WBW William B. Walkup & Associates Inc. William B. Walkup & Associates, Inc. | 35,488 | $691,270.89 | $780,736 | $89,465.11 | 12.94% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 7,187 | $208,351 | $158,114 | -$50,237 | -24.11% |
Greg Reidy Granite FO LLC | 746 | $19,881.83 | $16,270.26 | -$3,611.57 | -18.17% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 32,081 | $659,357.88 | $699,686.61 | $40,328.73 | 6.12% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 3,659 | $88,869.55 | $79,802.79 | -$9,066.76 | -10.2% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 20,318 | $481,412.15 | $446,996 | -$34,416.15 | -7.15% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 31,506 | $608,358.1 | $693,132 | $84,773.9 | 13.93% |
Jesper Bonnivier Avanza Fonder AB | 681,598 | $15.72M | $14.87M | -$858,853.31 | -5.46% |
| EM Eric Myers Carrera Capital Advisors | 7,772 | $191,054.96 | $169,507.32 | -$21,547.64 | -11.28% |
JAMES ELIOS Elios Financial Group Inc. | 23,277 | $512,632.23 | $512,094 | -$538.23 | -0.1% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 11,085 | $267,241.75 | $243,315.75 | -$23,926 | -8.95% |
Taryn Anderson YANKCOM Partnership | 431 | $10,936.68 | $9,484.15 | -$1,452.53 | -13.28% |