| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Neisy Arnez Drucker Wealth 3.0, LLC | 940 | $255,496 | $274,602.2 | $19,106.2 | 7.48% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 14,595 | $3.4M | $4.26M | $865,369.47 | 25.47% |
Carmen McClennon WR Wealth Planners, LLC | 130 | $31,970.82 | $37,976.9 | $6,006.08 | 18.79% |
Nathan Edwards IMG Wealth Management, Inc. | 76 | $18,040.39 | $22,273.32 | $4,232.93 | 23.46% |
David A Rozenson Fairscale Capital, LLC | 199 | $44,725.43 | $58,320.93 | $13,595.5 | 30.4% |
Chris Bulman Inc. Chris Bulman Inc | 971 | $226,886.84 | $283,658.23 | $56,771.39 | 25.02% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 2,470 | $573,221.6 | $721,832.8 | $148,611.2 | 25.93% |
Chad Warrick Summit Wealth Partners, LLC | 1,127 | $273,543 | $329,230.51 | $55,687.51 | 20.36% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 104,361 | $24.92M | $31.08M | $6.16M | 24.7% |
Samantha Cox Capital Investment Counsel, LLC | 1,288 | $300,142.37 | $376,263.44 | $76,121.07 | 25.36% |
Alison Gould Persium Advisors, LLC | 3,126 | $724,722.65 | $913,198.38 | $188,475.73 | 26.01% |
| FGS Frederic G Sauer Orion Investment Co | 8,267 | $2.03M | $2.42M | $390,579.69 | 19.28% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 1,736 | $421,248 | $514,463.62 | $93,215.62 | 22.13% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 46 | $10,719.98 | $13,437.98 | $2,718 | 25.35% |
Barry Carpenter Cascades Capital Asset Management, LLC | 702 | $171,710.17 | $206,163.35 | $34,453.18 | 20.06% |
Teresa Coleman Creekside Partners | 800 | $217,600 | $233,704 | $16,104 | 7.4% |
Nicholson Wealth Management Group LLC Nicholson Wealth Management Group, LLC | 1,717 | $402,162.8 | $501,587.21 | $99,424.41 | 24.72% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 526 | $119,949 | $153,660.38 | $33,711.38 | 28.1% |
Brent Peacock KP Management LLC | 15,000 | $3.68M | $4.41M | $720,899.85 | 19.57% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 1,081 | $252,881.96 | $320,354.36 | $67,472.4 | 26.68% |