| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RJ Rebecca Judd Pathstone Holdings, LLC | 10,503 | $277,912.42 | $191,049.57 | -$86,862.85 | -31.26% |
| WL Wealthcollab LLC WealthCollab, LLC | 645 | $10,376.35 | $11,884.12 | $1,507.77 | 14.53% |
| HAS Hayley A. Snell LRI Investments, LLC | 5 | $107 | $95.85 | -$11.15 | -10.42% |
| NCG Noah C Goldberg Jain Global LLC | 15,100 | $323,442 | $261,985 | -$61,457 | -19% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 33,001 | $780,903.19 | $600,288.19 | -$180,615 | -23.13% |
Navigoe LLC Navigoe LLC | 108 | $2,410.56 | $2,070.36 | -$340.2 | -14.11% |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 183 | $4,848 | $3,508.11 | -$1,339.89 | -27.64% |