| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kazuya Kagamihara Rakuten Investment Management Inc. | 19,025 | $515,197 | $524,709.5 | $9,512.5 | 1.85% |
Richard Egan Pacific Capital Partners Ltd. | 110,464 | $2.95M | $3.08M | $131,145.33 | 4.44% |
| EPI Evelyn Partners Investment Management LLP Evelyn Partners Investment Management LLP | 1,196 | $45,424.04 | $34,361.08 | -$11,062.96 | -24.35% |
Nicole Reese WPG Advisers LLC | 32 | $1,215.48 | $908.16 | -$307.32 | -25.28% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 11 | $295.16 | $316.03 | $20.87 | 7.07% |
| CQS Credential Qtrade Securities Inc. Credential Qtrade Securities Inc. | 42 | $2,698.5 | $1,206.66 | -$1,491.84 | -55.28% |
| CTC Caldwell Trust Co Caldwell Trust Co | 5,455 | $287,342.77 | $156,722.15 | -$130,620.62 | -45.46% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 21 | $560 | $603.33 | $43.33 | 7.74% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 46,012 | $1.22M | $1.3M | $75,105.92 | 6.15% |