| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Horan Wealth LLC Horan Wealth LLC | 2,792 | $406,336.81 | $370,498.4 | -$35,838.41 | -8.82% |
| SVW Sarver Vrooman Wealth Advisors Sarver Vrooman Wealth Advisors | 359 | $46,896.74 | $47,685.97 | $789.23 | 1.68% |
| CQS Credential Qtrade Securities Inc. Credential Qtrade Securities Inc. | 11,679 | $1.03M | $1.55M | $518,985.7 | 50.43% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 19,890 | $2.51M | $2.65M | $138,235.55 | 5.51% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 600 | $67,002 | $79,638 | $12,636 | 18.86% |