| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CQS Credential Qtrade Securities Inc. Credential Qtrade Securities Inc. | 24 | $8,019.09 | $4,221.84 | -$3,797.25 | -47.35% |
Molly Wheeler Burk Holdings LLC | 39 | $6,686 | $6,856.98 | $170.98 | 2.56% |
Boreal Capital Management LLC Boreal Capital Management LLC | 65 | $12,306 | $11,427.65 | -$878.35 | -7.14% |
Landon Marsh Scott Marsh Financial LLC | 6,252 | $1.18M | $1.1M | -$83,902.68 | -7.09% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 3,126 | $597,747.52 | $549,613.35 | -$48,134.17 | -8.05% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 1,638 | $219,181.02 | $287,993.18 | $68,812.16 | 31.4% |
| RCI Rexford Capital Inc. Rexford Capital Inc. | 1,047 | $150,787.21 | $184,083.55 | $33,296.34 | 22.08% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 36 | $6,171 | $6,362.16 | $191.16 | 3.1% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 2 | $343 | $353.45 | $10.45 | 3.05% |