| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Carmen McClennon WR Wealth Planners, LLC | 69 | $40,188.3 | $47,950.17 | $7,761.87 | 19.31% |
Nathan Edwards IMG Wealth Management, Inc. | 11 | $5,515 | $7,405.2 | $1,890.2 | 34.27% |
David A Rozenson Fairscale Capital, LLC | 2,327 | $1.29M | $1.57M | $274,894.28 | 21.28% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 146,565 | $79.59M | $98.67M | $19.08M | 23.97% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 23,999 | $12.91M | $16.16M | $3.25M | 25.14% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 552 | $224,531.83 | $371,606.4 | $147,074.57 | 65.5% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 4,698 | $2.49M | $3.16M | $676,467 | 27.21% |
Greg Reidy Granite FO LLC | 3 | $1,856 | $2,089.47 | $233.47 | 12.58% |
Laurel Steward Mattson Financial Services, LLC | 525 | $223,319.5 | $353,430.01 | $130,110.51 | 58.26% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 1,562 | $703,112.21 | $1.09M | $389,873.86 | 55.45% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 27 | $13,226.28 | $18,593.41 | $5,367.13 | 40.58% |
Jesper Bonnivier Avanza Fonder AB | 31,362 | $16.82M | $21.11M | $4.29M | 25.49% |
| EM Eric Myers Carrera Capital Advisors | 722 | $422,230.83 | $486,050.41 | $63,819.58 | 15.11% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 656 | $341,271 | $441,619.21 | $100,348.21 | 29.4% |
Tuomas Suomela S-Bank Fund Management Ltd | 19,943 | $9.54M | $13.43M | $3.89M | 40.74% |
Brent Peacock KP Management LLC | 8,000 | $4.25M | $5.54M | $1.3M | 30.57% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 8,039 | $4.89M | $5.33M | $436,135.84 | 8.91% |
Taryn Anderson YANKCOM Partnership | 1,342 | $672,928.66 | $903,434.41 | $230,505.75 | 34.25% |
David Levy Diversified Enterprises LLC | 2,909 | $1.69M | $1.96M | $271,526.75 | 16.1% |
Pines Wealth Management LLC Pines Wealth Management LLC | 3,323 | $1.78M | $2.24M | $459,252.88 | 25.83% |