| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HAP Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 5,675 | $659,332.17 | $809,879.25 | $150,547.08 | 22.83% |
| JL Jon Lewis Midwest Trust Co | 6,214 | $723,523.25 | $886,799.94 | $163,276.69 | 22.57% |
| CQS Credential Qtrade Securities Inc. Credential Qtrade Securities Inc. | 11,582 | $1.03M | $1.65M | $622,249.92 | 60.38% |
| BPW BLVD Private Wealth LLC BLVD Private Wealth LLC | 1,625 | $204,668.6 | $231,903.75 | $27,235.15 | 13.31% |
| CTC Caldwell Trust Co Caldwell Trust Co | 1,200 | $72,078 | $171,252 | $99,174 | 137.59% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 1,763 | $204,846.82 | $251,597.73 | $46,750.91 | 22.82% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 7,949 | $1M | $1.13M | $133,273.79 | 13.31% |