| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kelly Dixon Cannon Financial Strategists, Inc. | 3,848 | $232,419 | $216,488.48 | -$15,930.52 | -6.85% |
Carmen McClennon WR Wealth Planners, LLC | 1,055 | $48,835.1 | $60,615.02 | $11,779.92 | 24.12% |
Matthew Richmond Richmond Investment Services, LLC | 4,817 | $221,542.89 | $271,004.42 | $49,461.53 | 22.33% |
Nathan Edwards IMG Wealth Management, Inc. | 162 | $7,421.55 | $9,114.12 | $1,692.57 | 22.81% |
David A Rozenson Fairscale Capital, LLC | 351 | $13,934.7 | $19,747.26 | $5,812.56 | 41.71% |
Rana Choubah Meridian Financial Advisors, LLC | 5,490 | $238,080.63 | $312,326.1 | $74,245.47 | 31.19% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 4,127 | $249,270.61 | $232,185.02 | -$17,085.59 | -6.85% |
J. Derieck Hodges Anchor Pointe Wealth Management, LLC | 6,309 | $304,414 | $361,442.61 | $57,028.61 | 18.73% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 16,683 | $984,928.29 | $949,095.87 | -$35,832.42 | -3.64% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 18,427 | $836,853.36 | $1.04M | $199,849.66 | 23.88% |
Greg Reidy Granite FO LLC | 64 | $2,927 | $3,672.96 | $745.96 | 25.49% |
John Gallagher Gallagher Capital Advisors, LLC | 15,991 | $765,341.32 | $918,762.9 | $153,421.58 | 20.05% |
Laurel Steward Mattson Financial Services, LLC | 20,146 | $979,546.7 | $1.15M | $166,559.24 | 17% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 13,119 | $594,884.42 | $753,227.38 | $158,342.96 | 26.62% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 932 | $49,310.95 | $53,655.24 | $4,344.29 | 8.81% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 70,467 | $3.37M | $4.04M | $673,664.36 | 19.99% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 11,126 | $542,559.73 | $632,958.14 | $90,398.41 | 16.66% |
Jesper Bonnivier Avanza Fonder AB | 144,988 | $7.23M | $8.16M | $931,011.54 | 12.88% |
Gregory A. Brown Brown Financial Advisors | 8,260 | $399,205.9 | $469,911.4 | $70,705.5 | 17.71% |
Teresa Coleman Creekside Partners | 7,614 | $302,275.4 | $433,160.46 | $130,885.06 | 43.3% |