| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chad Warrick Summit Wealth Partners, LLC | 25,019 | $3.11M | $2.78M | -$327,270.2 | -10.53% |
| TAL TPG Advisors LLC TPG Advisors LLC | 6,598 | $457,386.81 | $733,697.6 | $276,310.79 | 60.41% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 4,126 | $408,951.04 | $458,811.2 | $49,860.16 | 12.19% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 8,744 | $549,833.44 | $972,332.8 | $422,499.36 | 76.84% |
Samantha Cox Capital Investment Counsel, LLC | 85,700 | $4.86M | $9.53M | $4.67M | 96.17% |
Alison Gould Persium Advisors, LLC | 8,162 | $762,256.67 | $907,614.4 | $145,357.73 | 19.07% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 4,729 | $471,156.47 | $525,864.8 | $54,708.33 | 11.61% |
| FGS Frederic G Sauer Orion Investment Co | 4,506 | $305,101.49 | $501,067.2 | $195,965.71 | 64.23% |
Heather Fowler A4 Wealth Advisors LLC | 2,344 | $241,569.68 | $260,652.8 | $19,083.12 | 7.9% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 28,384 | $2.76M | $3.17M | $403,039.93 | 14.59% |
| WBW William B. Walkup & Associates Inc. William B. Walkup & Associates, Inc. | 73,662 | $5.1M | $8.19M | $3.09M | 60.47% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 2,886 | $326,868 | $321,933.3 | -$4,934.7 | -1.51% |
Greg Reidy Granite FO LLC | 4,275 | $215,713.29 | $475,380 | $259,666.71 | 120.38% |
Michael W. Mustico MUSTICO FINANCIAL GROUP, INC. | 2,113 | $262,603.64 | $234,965.6 | -$27,638.04 | -10.52% |
John Gallagher Gallagher Capital Advisors, LLC | 20,299 | $1.84M | $2.26M | $427,765.34 | 23.29% |
Ben Warren Tumwater Wealth Management, LLC | 3,240 | $292,734 | $360,288 | $67,554 | 23.08% |
Laurel Steward Mattson Financial Services, LLC | 34,340 | $2.37M | $3.82M | $1.45M | 61.46% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 2,945 | $299,383.57 | $327,484 | $28,100.43 | 9.39% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 18,305 | $1.8M | $2.04M | $235,787.26 | 13.1% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 1,767 | $169,243.21 | $196,490.4 | $27,247.19 | 16.1% |