| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Hager Investment Management Services LLC HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 12 | $1,290 | $1,166.4 | -$123.6 | -9.58% |
Kara Lilian Lynx Investment Advisory | 1,988 | $213,752 | $193,909.52 | -$19,842.48 | -9.28% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 16,616 | $1.79M | $1.62M | -$173,499.76 | -9.69% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 89,272 | $12.1M | $8.69M | -$3.41M | -28.17% |
Kelly Dixon Cannon Financial Strategists, Inc. | 2,498 | $366,628.21 | $247,714.17 | -$118,914.04 | -32.43% |
| FFL Farrell Financial LLC Farrell Financial LLC | 2,464 | $242,427.49 | $240,240 | -$2,187.49 | -0.9% |
Neisy Arnez Drucker Wealth 3.0, LLC | 8,587 | $1.17M | $833,497.15 | -$339,991.84 | -28.97% |
Carmen McClennon WR Wealth Planners, LLC | 210 | $30,055.49 | $20,395.2 | -$9,660.29 | -32.14% |
Nathan Edwards IMG Wealth Management, Inc. | 269 | $27,494.18 | $26,158.9 | -$1,335.28 | -4.86% |
David A Rozenson Fairscale Capital, LLC | 284 | $38,865.4 | $27,548 | -$11,317.4 | -29.12% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 15,650 | $1.49M | $1.53M | $42,161.25 | 2.83% |
Eric Schmid Ted Buchan & Co | 9,539 | $932,562.44 | $930,147.89 | -$2,414.55 | -0.26% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 12,653 | $1.25M | $1.23M | -$20,932.7 | -1.67% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 20,208 | $1.77M | $1.96M | $193,043.32 | 10.9% |
Samantha Cox Capital Investment Counsel, LLC | 29,822 | $2.94M | $2.89M | -$53,660.1 | -1.83% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 3,637 | $359,464.07 | $354,098.32 | -$5,365.75 | -1.49% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 21,060 | $2.17M | $2.06M | -$111,901.74 | -5.15% |
Greg Reidy Granite FO LLC | 1,300 | $177,242 | $124,514 | -$52,728 | -29.75% |
Laurel Steward Mattson Financial Services, LLC | 10,121 | $1.01M | $987,202.34 | -$20,056.82 | -1.99% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 126 | $14,217.62 | $12,220.14 | -$1,997.48 | -14.05% |