| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Van Overeem RMR Capital Management, LLC | 4,362 | $1.14M | $1.37M | $232,450.68 | 20.47% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 2,098 | $718,911.25 | $658,016.72 | -$60,894.53 | -8.47% |
Adam Jordan Paul R. Ried Financial Group, LLC | 1,088 | $354,298.19 | $341,240.32 | -$13,057.87 | -3.69% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 911 | $297,325.94 | $285,726.04 | -$11,599.9 | -3.9% |
Jane King Fairfield Financial Advisors, LTD | 14,328 | $3.2M | $4.49M | $1.29M | 40.36% |
VESTIA PERSONAL WEALTH ADVISORS VESTIA PERSONAL WEALTH ADVISORS | 690 | $241,799.65 | $216,411.6 | -$25,388.05 | -10.5% |
Eric Schmid Ted Buchan & Co | 667 | $236,777.21 | $209,197.88 | -$27,579.33 | -11.65% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 297,592 | $79.76M | $93.34M | $13.58M | 17.03% |
Samantha Cox Capital Investment Counsel, LLC | 1,471 | $396,952.73 | $461,364.44 | $64,411.71 | 16.23% |
Alison Gould Persium Advisors, LLC | 2,315 | $737,466.73 | $726,076.6 | -$11,390.13 | -1.54% |
| LIL Lifewealth Investments LLC LifeWealth Investments, LLC | 1,792 | $619,959.53 | $562,042.88 | -$57,916.65 | -9.34% |
Heather Fowler A4 Wealth Advisors LLC | 882 | $301,114.28 | $276,630.48 | -$24,483.8 | -8.13% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 2,636 | $751,350.69 | $826,755.04 | $75,404.35 | 10.04% |
Greg Reidy Granite FO LLC | 23 | $6,324 | $7,213.72 | $889.72 | 14.07% |
John Gallagher Gallagher Capital Advisors, LLC | 11,135 | $3.52M | $3.49M | -$26,591.36 | -0.76% |
Laurel Steward Mattson Financial Services, LLC | 12,216 | $3.63M | $3.83M | $202,688.14 | 5.59% |
| AWM Ariadne Wealth Management Ariadne Wealth Management, LP | 5,268 | $1.48M | $1.65M | $167,866.94 | 11.31% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 7,458 | $2.65M | $2.34M | -$307,282.73 | -11.61% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 329 | $105,421.33 | $103,187.56 | -$2,233.77 | -2.12% |
| AIA Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 886 | $255,298.5 | $277,885.04 | $22,586.54 | 8.85% |