| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CWM Copia Wealth Management Copia Wealth Management | 72 | $1,945 | $2,058.48 | $113.48 | 5.83% |
| KGL Kilter Group LLC Kilter Group LLC | 95 | $2,445.92 | $2,716.05 | $270.13 | 11.04% |
| BII Binnacle Investments Inc. Binnacle Investments Inc. | 10 | $257 | $285.9 | $28.9 | 11.24% |
| NR Nicole Reese WPG Advisers LLC | 377 | $9,368.1 | $10,778.43 | $1,410.33 | 15.05% |
| HIA HFM Investment Advisors LLC HFM Investment Advisors LLC | 20 | $498.02 | $571.8 | $73.78 | 14.81% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 32,464 | $841,845.88 | $928,145.76 | $86,299.88 | 10.25% |