| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AFI Aviso Financial Inc. Aviso Financial Inc. | 149,740 | $81.34M | $86M | $4.65M | 5.72% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 27,767 | $15.06M | $15.95M | $881,753.35 | 5.85% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 552 | $224,531.83 | $317,013.59 | $92,481.76 | 41.19% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 4,756 | $2.52M | $2.69M | $167,650.35 | 6.66% |
FRANCOIS GAUTRON ECOFI INVESTISSEMENTS SA | 4,500 | $2.61M | $2.58M | -$23,174.86 | -0.89% |
Greg Reidy Granite FO LLC | 3 | $1,856 | $1,722.9 | -$133.1 | -7.17% |
Laurel Steward Mattson Financial Services, LLC | 416 | $168,671.26 | $238,908.8 | $70,237.54 | 41.64% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 1,562 | $703,112.21 | $897,056.58 | $193,944.37 | 27.58% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 27 | $13,226.28 | $15,506.1 | $2,279.82 | 17.24% |
Jesper Bonnivier Avanza Fonder AB | 27,365 | $14.13M | $15.72M | $1.59M | 11.25% |
| EM Eric Myers Carrera Capital Advisors | 705 | $413,702.55 | $404,881.49 | -$8,821.06 | -2.13% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 656 | $341,271 | $376,740.79 | $35,469.79 | 10.39% |
Tuomas Suomela S-Bank Fund Management Ltd | 21,000 | $10.07M | $12.06M | $2M | 19.82% |
Brent Peacock KP Management LLC | 10,000 | $5.31M | $5.74M | $435,099.9 | 8.2% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 8,039 | $4.89M | $4.54M | -$354,017.29 | -7.23% |
Taryn Anderson YANKCOM Partnership | 1,342 | $672,928.66 | $770,710.59 | $97,781.93 | 14.53% |
David Levy Diversified Enterprises LLC | 2,909 | $1.69M | $1.67M | -$16,173.41 | -0.96% |
Pines Wealth Management LLC Pines Wealth Management LLC | 3,323 | $1.78M | $1.91M | $130,608.12 | 7.35% |
Matthew Riley Hickory Point Bank & Trust | 714 | $370,878.41 | $410,050.19 | $39,171.78 | 10.56% |
Seneschal Advisors LLC Seneschal Advisors LLC | 167 | $81,006.54 | $95,908.1 | $14,901.56 | 18.4% |