| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 2,125 | $647,037.9 | $778,026.25 | $130,988.35 | 20.24% |
Rana Choubah Meridian Financial Advisors, LLC | 788 | $274,128.53 | $288,510.44 | $14,381.91 | 5.25% |
David Van Overeem RMR Capital Management, LLC | 4,362 | $1.14M | $1.6M | $461,412.06 | 40.63% |
Adam Jordan Paul R. Ried Financial Group, LLC | 888 | $291,090.12 | $325,123.44 | $34,033.32 | 11.69% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 1,072 | $344,713.73 | $392,491.36 | $47,777.63 | 13.86% |
Jane King Fairfield Financial Advisors, LTD | 13,853 | $3.1M | $5.07M | $1.98M | 63.81% |
Chad Warrick Summit Wealth Partners, LLC | 1,356 | $409,837 | $496,472.28 | $86,635.28 | 21.14% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 297,592 | $79.76M | $108.96M | $29.2M | 36.61% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 139,085 | $31.99M | $50.92M | $18.94M | 59.21% |
Samantha Cox Capital Investment Counsel, LLC | 1,073 | $293,333.33 | $392,857.49 | $99,524.16 | 33.93% |
Alison Gould Persium Advisors, LLC | 2,315 | $737,466.73 | $847,590.95 | $110,124.22 | 14.93% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 1,868 | $643,951.36 | $683,930.84 | $39,979.48 | 6.21% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 7,338 | $2.11M | $2.71M | $604,152.62 | 28.66% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 2,561 | $730,733.24 | $946,519.99 | $215,786.75 | 29.53% |
Greg Reidy Granite FO LLC | 23 | $6,324 | $8,420.99 | $2,096.99 | 33.16% |
John Gallagher Gallagher Capital Advisors, LLC | 11,061 | $3.5M | $4.09M | $592,367.09 | 16.95% |
Laurel Steward Mattson Financial Services, LLC | 12,216 | $3.63M | $4.47M | $843,905.98 | 23.26% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 5,310 | $1.5M | $1.94M | $447,067.51 | 29.86% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 7,607 | $2.7M | $2.79M | $87,620.65 | 3.25% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 431 | $138,005.27 | $157,802.03 | $19,796.76 | 14.34% |