| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 12,000 | $207,497 | $280,080 | $72,583 | 34.98% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 111,296 | $3.05M | $2.64M | -$418,472.72 | -13.7% |
Kevin Bresler TD Waterhouse Canada Inc. | 233 | $6,371 | $5,517.44 | -$853.56 | -13.4% |