| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Argentarii LLC Argentarii, LLC | 3,499 | $801,161.6 | $1.01M | $208,614.81 | 26.04% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 42,167 | $10.1M | $12.16M | $2.06M | 20.42% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 2,922 | $693,152.06 | $840,761.67 | $147,609.61 | 21.3% |
Kings Path Partners LLC Kings Path Partners LLC | 147 | $33,260 | $42,240.45 | $8,980.45 | 27% |
Donald Stoltz Ripple Effect Asset Management LP | 11,500 | $3.13M | $3.31M | $178,940 | 5.72% |
Neisy Arnez Drucker Wealth 3.0, LLC | 940 | $255,496 | $270,165.4 | $14,669.4 | 5.74% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 14,595 | $3.4M | $4.23M | $827,276.52 | 24.34% |
Carmen McClennon WR Wealth Planners, LLC | 130 | $31,970.82 | $37,473.8 | $5,502.98 | 17.21% |
Nathan Edwards IMG Wealth Management, Inc. | 76 | $18,040.39 | $21,834.8 | $3,794.41 | 21.03% |
David A Rozenson Fairscale Capital, LLC | 199 | $44,725.43 | $57,130.91 | $12,405.48 | 27.74% |
Chris Bulman Inc. Chris Bulman Inc | 971 | $226,886.84 | $282,250.27 | $55,363.43 | 24.4% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 2,443 | $567,064.52 | $705,318.51 | $138,253.99 | 24.38% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 104,361 | $24.92M | $29.97M | $5.05M | 20.26% |
Samantha Cox Capital Investment Counsel, LLC | 1,288 | $300,142.37 | $369,359.76 | $69,217.39 | 23.06% |
Alison Gould Persium Advisors, LLC | 3,648 | $866,725.88 | $1.05M | $184,883.04 | 21.33% |
| FGS Frederic G Sauer Orion Investment Co | 8,267 | $2.03M | $2.38M | $356,850.33 | 17.62% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 1,738 | $421,792.08 | $500,083.43 | $78,291.35 | 18.56% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 46 | $10,719.98 | $13,268.24 | $2,548.26 | 23.77% |
Barry Carpenter Cascades Capital Asset Management, LLC | 702 | $171,710.17 | $203,551.92 | $31,841.75 | 18.54% |
Teresa Coleman Creekside Partners | 800 | $217,600 | $231,232 | $13,632 | 6.26% |