| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 20,071 | $1.44M | $1.4M | -$39,138.17 | -2.71% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 10,156 | $733,637.49 | $718,029.2 | -$15,608.29 | -2.13% |
Greg Reidy Granite FO LLC | 1,175 | $87,514.17 | $81,415.75 | -$6,098.42 | -6.97% |
John Gallagher Gallagher Capital Advisors, LLC | 5,206 | $379,281.05 | $368,740.98 | -$10,540.07 | -2.78% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 10,936 | $1.02M | $779,791.48 | -$236,202.48 | -23.25% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 170 | $11,462.02 | $11,872.8 | $410.78 | 3.58% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 2,810 | $262,172.98 | $199,678.6 | -$62,494.38 | -23.84% |
Jesper Bonnivier Avanza Fonder AB | 14,353 | $1.02M | $1.01M | -$13,814.39 | -1.36% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 2,010 | $140,028.95 | $140,559.3 | $530.35 | 0.38% |
Tuomas Suomela S-Bank Fund Management Ltd | 6,705 | $483,833 | $472,300.2 | -$11,532.8 | -2.38% |
Nicholas Munoz IronOak Wealth LLC. | 29,530 | $2.76M | $2.09M | -$663,834.4 | -24.09% |
| MCM Massar Capital Management LP Massar Capital Management LP | 10,219 | $735,052.63 | $719,826.36 | -$15,226.27 | -2.07% |
Pines Wealth Management LLC Pines Wealth Management LLC | 4,865 | $415,206.13 | $344,855.52 | -$70,350.61 | -16.94% |
Nathan White Paragon Capital Management Inc. | 17,625 | $1.28M | $1.26M | -$28,024.13 | -2.18% |
Matthew Riley Hickory Point Bank & Trust | 200 | $14,386 | $14,008 | -$378 | -2.63% |
Seneschal Advisors LLC Seneschal Advisors LLC | 12 | $1,091.6 | $839.94 | -$251.66 | -23.05% |
Curtis Harrell Tounjian Advisory Partners LLC | 317 | $22,875 | $22,224.87 | -$650.13 | -2.84% |
Goldstone Financial Group LLC Goldstone Financial Group LLC | 11,111 | $897,971.76 | $783,436.61 | -$114,535.15 | -12.75% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 3,679 | $273,010.28 | $259,498.26 | -$13,512.02 | -4.95% |
Bryan Buchert Kera Capital Partners Inc. | 5,029 | $435,985.94 | $351,929.42 | -$84,056.52 | -19.28% |