| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Thomas Mason Mason & Associates Inc. | 48,177 | $3,102.81 | $3,068.39 | -$34.42 | -1.11% |
Amy Ardeel Icon Wealth Advisors LLC | 5,112 | $342.8 | $342.8 | - | - |
United Advisor Group LLC United Advisor Group, LLC | 6,703 | $460,691.74 | $457,081 | -$3,610.74 | -0.78% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 10,692 | $705,745.6 | $729,087 | $23,341.4 | 3.31% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 1,369 | $89,635.56 | $89,635.56 | - | - |
Millstone Evans Group LLC Millstone Evans Group LLC | 7,818 | $512,392.56 | $506,371.47 | -$6,021.09 | -1.18% |
Comprehensive Financial Planning Inc./PA Comprehensive Financial Planning Inc./PA | 331 | $21,420.34 | $22,544 | $1,123.66 | 5.25% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 6,249 | $404,755.29 | $426,135 | $21,379.71 | 5.28% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 1,000 | $65,500 | $65,500 | - | - |