| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RR rosemary richard WCG Wealth Advisors LLC | 10,838 | $264,122.06 | $280,920.96 | $16,798.9 | 6.36% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 462 | $11,259 | $11,804.1 | $545.1 | 4.84% |
Christopher C. Powers Farther Finance Advisors, LLC | 808 | $21,616 | $20,393.92 | -$1,222.08 | -5.65% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 30 | $605 | $765.9 | $160.9 | 26.6% |
| HAS Hayley A. Snell LRI Investments, LLC | 44 | $1,072 | $1,111.02 | $39.02 | 3.64% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 7,970 | $212,201.89 | $203,035.75 | -$9,166.14 | -4.32% |
| DN Daniel Newman Noble Wealth Management PBC | 38 | $978.55 | $968.62 | -$9.93 | -1.01% |
Jeffrey N. Yoffe Yoffe Investment Management LLC | 23,410 | $362,152.7 | $603,509.8 | $241,357.1 | 66.65% |