| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NA Nizar Araji National Bank Of Canada /FI/ | 2,000 | $5,860 | $6,360 | $500 | 8.53% |
| RE Rod Ehrlich Wayfinding Financial LLC | 13,536 | $43,983.72 | $42,232.32 | -$1,751.4 | -3.98% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 11,120 | $34,583.2 | $33,582.4 | -$1,000.8 | -2.89% |
Mark Perrault Intergy Private Wealth LLC | 14,068 | $41,806.34 | $48,393.92 | $6,587.58 | 15.76% |
Dalila Toledo Ascent Group LLC | 52,882 | $157,585.4 | $181,914.08 | $24,328.68 | 15.44% |
Courtney Holt Compound Planning, Inc. | 13,893 | $40,580.14 | $47,791.92 | $7,211.78 | 17.77% |
Christopher C. Powers Farther Finance Advisors, LLC | 8,820 | $24,079.65 | $30,340.8 | $6,261.15 | 26% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 14,355 | $42,644.52 | $49,381.2 | $6,736.68 | 15.8% |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 587 | $1,931 | $2,019.28 | $88.28 | 4.57% |