| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Carmen McClennon WR Wealth Planners, LLC | 3,507 | $148,165.02 | $164,162.67 | $15,997.65 | 10.8% |
Matthew Richmond Richmond Investment Services, LLC | 5,396 | $239,516.93 | $252,586.76 | $13,069.83 | 5.46% |
Nathan Edwards IMG Wealth Management, Inc. | 951 | $38,445.03 | $44,744.55 | $6,299.52 | 16.39% |
David A Rozenson Fairscale Capital, LLC | 7,263 | $317,141.13 | $341,724.14 | $24,583.01 | 7.75% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 23,040 | $970,828.74 | $1.08M | $107,673.66 | 11.09% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 8,750 | $380,674.59 | $411,512.5 | $30,837.91 | 8.1% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 9,182 | $386,865.32 | $429,809.42 | $42,944.1 | 11.1% |
J. Derieck Hodges Anchor Pointe Wealth Management, LLC | 11,540 | $456,985 | $540,187.4 | $83,202.4 | 18.21% |
Chad Warrick Summit Wealth Partners, LLC | 10,500 | $512,559.77 | $491,505 | -$21,054.77 | -4.11% |
| TAL TPG Advisors LLC TPG Advisors LLC | 10,034 | $414,188.48 | $469,691.54 | $55,503.06 | 13.4% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 87,240 | $3.88M | $4.1M | $214,909.94 | 5.53% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 203,049 | $8.07M | $9.54M | $1.47M | 18.26% |
Alison Gould Persium Advisors, LLC | 20,540 | $834,628.47 | $961,477.4 | $126,848.93 | 15.2% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 28,584 | $1.32M | $1.34M | $21,040.63 | 1.6% |
| WBW William B. Walkup & Associates Inc. William B. Walkup & Associates, Inc. | 51,370 | $2.16M | $2.4M | $248,361.56 | 11.52% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 8,150 | $366,234.5 | $382,072 | $15,837.5 | 4.32% |
John Gallagher Gallagher Capital Advisors, LLC | 44,016 | $1.78M | $2.06M | $288,147.28 | 16.23% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 11,467 | $490,944.71 | $538,719.66 | $47,774.95 | 9.73% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 5,166 | $223,532.82 | $241,820.46 | $18,287.64 | 8.18% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 3,662 | $147,682.52 | $171,418.22 | $23,735.7 | 16.07% |