| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 450 | $20,485.5 | $19,696.5 | -$789 | -3.85% |
| YL Yosef Levy Y.D. More Investments Ltd. | 149,894 | $6.3M | $6.56M | $259,289.82 | 4.11% |
| MV Moises Valladares Insigneo Advisory Services LLC | 11,290 | $475,986 | $494,727.8 | $18,741.8 | 3.94% |
| TAS Todd A. Sixt Strait & Sound Wealth Management LLC | 14,240 | $566,714.37 | $623,996.8 | $57,282.43 | 10.11% |
Dina Fliss Global View Capital Management LLC | 25,558 | $1.14M | $1.12M | -$24,853.51 | -2.17% |
Kevin Bresler TD Waterhouse Canada Inc. | 875 | $37,263 | $38,342.5 | $1,079.5 | 2.9% |
Jefferson H. West Legacy Investment Solutions LLC | 70 | $3,146 | $3,067.4 | -$78.6 | -2.5% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 70 | $3,146 | $3,067.4 | -$78.6 | -2.5% |