| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Carmen McClennon WR Wealth Planners, LLC | 210 | $30,055.49 | $24,542.7 | -$5,512.79 | -18.34% |
Nathan Edwards IMG Wealth Management, Inc. | 217 | $21,904.08 | $25,330.41 | $3,426.33 | 15.64% |
David A Rozenson Fairscale Capital, LLC | 284 | $38,865.4 | $33,151.32 | -$5,714.08 | -14.7% |
Eric Schmid Ted Buchan & Co | 9,848 | $971,527.35 | $1.15M | $177,438.81 | 18.26% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 24,232 | $2.44M | $2.83M | $388,406.91 | 15.93% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 40,719 | $4.13M | $4.77M | $639,222.55 | 15.47% |
Samantha Cox Capital Investment Counsel, LLC | 28,873 | $2.84M | $3.26M | $420,390.62 | 14.8% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 3,456 | $340,006 | $403,211.52 | $63,205.52 | 18.59% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 10,240 | $1.01M | $1.19M | $185,649.26 | 18.4% |
Greg Reidy Granite FO LLC | 1,300 | $177,242 | $146,822 | -$30,420 | -17.16% |
Laurel Steward Mattson Financial Services, LLC | 9,717 | $963,829.16 | $1.14M | $171,796.63 | 17.82% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 41 | $5,116.55 | $4,791.67 | -$324.88 | -6.35% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 2,667 | $264,431.75 | $311,158.89 | $46,727.14 | 17.67% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 4,590 | $454,843.56 | $535,515.3 | $80,671.74 | 17.74% |
Jesper Bonnivier Avanza Fonder AB | 93,230 | $11.16M | $10.98M | -$184,130.2 | -1.65% |
Gregory A. Brown Brown Financial Advisors | 4,154 | $412,034.97 | $484,647.18 | $72,612.21 | 17.62% |
Taryn Anderson YANKCOM Partnership | 83 | $10,415.69 | $9,700.21 | -$715.48 | -6.87% |
David Levy Diversified Enterprises LLC | 5,395 | $534,584.23 | $630,513.65 | $95,929.42 | 17.94% |
Matthew Riley Hickory Point Bank & Trust | 2,421 | $240,139.25 | $285,000.12 | $44,860.87 | 18.68% |
Seneschal Advisors LLC Seneschal Advisors LLC | 7 | $630.29 | $818.09 | $187.8 | 29.8% |