| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RJ Rebecca Judd Pathstone Holdings, LLC | 10,503 | $277,912.42 | $193,255.2 | -$84,657.22 | -30.46% |
| WL Wealthcollab LLC WealthCollab, LLC | 645 | $10,376.35 | $12,006.67 | $1,630.32 | 15.71% |
| HAS Hayley A. Snell LRI Investments, LLC | 5 | $107 | $92 | -$15 | -14.02% |
| NCG Noah C Goldberg Jain Global LLC | 15,100 | $323,442 | $277,840 | -$45,602 | -14.1% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 33,001 | $780,903.19 | $606,558.38 | -$174,344.81 | -22.33% |
Navigoe LLC Navigoe LLC | 108 | $2,410.56 | $1,982.88 | -$427.68 | -17.74% |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 183 | $4,848 | $3,396.48 | -$1,451.52 | -29.94% |