| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Roger Krabbe Bank & Trust Co | 5,546 | $245,072.94 | $327,657.68 | $82,584.74 | 33.7% |
Bruce Barton Parkworth Wealth Management, Inc. | 18 | $861 | $1,046.52 | $185.52 | 21.55% |
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 10,116 | $483,892.11 | $595,832.4 | $111,940.29 | 23.13% |
| YT Yoshifumi Taguchi Global X Japan Co., Ltd. | 195 | $9,115.67 | $11,432.85 | $2,317.18 | 25.42% |
Kara Lilian Lynx Investment Advisory | 7,391 | $295,234.91 | $429,712.74 | $134,477.83 | 45.55% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 7,488 | $323,941.45 | $441,192.96 | $117,251.51 | 36.2% |
Carmen McClennon WR Wealth Planners, LLC | 604 | $27,263.62 | $35,587.68 | $8,324.06 | 30.53% |
Matthew Richmond Richmond Investment Services, LLC | 10,107 | $470,736.35 | $587,620.98 | $116,884.63 | 24.83% |
Nathan Edwards IMG Wealth Management, Inc. | 156 | $7,059.14 | $9,166.56 | $2,107.42 | 29.85% |
David A Rozenson Fairscale Capital, LLC | 351 | $13,934.7 | $20,407.14 | $6,472.44 | 46.45% |
Chris Bulman Inc. Chris Bulman Inc | 4,101 | $198,178.24 | $238,432.14 | $40,253.9 | 20.31% |
Rana Choubah Meridian Financial Advisors, LLC | 5,465 | $236,658.89 | $321,123.4 | $84,464.51 | 35.69% |
J. Derieck Hodges Anchor Pointe Wealth Management, LLC | 6,309 | $304,414 | $369,896.67 | $65,482.67 | 21.51% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 2,575 | $132,805.26 | $151,435.75 | $18,630.49 | 14.03% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 16,117 | $697,074.48 | $945,100.88 | $248,026.4 | 35.58% |
Greg Reidy Granite FO LLC | 64 | $2,927 | $3,720.96 | $793.96 | 27.13% |
John Gallagher Gallagher Capital Advisors, LLC | 16,948 | $809,002.17 | $985,356.72 | $176,354.55 | 21.8% |
Laurel Steward Mattson Financial Services, LLC | 19,658 | $950,071.5 | $1.15M | $199,921.5 | 21.04% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 13,319 | $603,934.43 | $774,366.66 | $170,432.23 | 28.22% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 876 | $46,197.03 | $51,570.12 | $5,373.09 | 11.63% |