| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Copia Wealth Management Copia Wealth Management | 210 | $23,153 | $30,899.4 | $7,746.4 | 33.46% |
Kilter Group LLC Kilter Group LLC | 204 | $23,785.45 | $30,096.12 | $6,310.67 | 26.53% |
| RAL Ransom Advisory Ltd. Ransom Advisory Ltd. | 170 | $21,901 | $25,013.8 | $3,112.8 | 14.21% |
Michael Haskins LWM Advisors Inc. | 4,352 | $479,807.75 | $640,331.52 | $160,523.77 | 33.46% |
David R. Hess Wealth Management Associates Inc. | 2,634 | $339,338 | $393,229.83 | $53,891.83 | 15.88% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 5,686 | $660,898.46 | $836,638.04 | $175,739.58 | 26.59% |
Jon Lewis Midwest Trust Co | 5,651 | $658,125.18 | $831,488.14 | $173,362.96 | 26.34% |
Credential Qtrade Securities Inc. Credential Qtrade Securities Inc. | 11,582 | $1.03M | $1.7M | $673,558.18 | 65.35% |
BLVD Private Wealth LLC BLVD Private Wealth LLC | 1,612 | $229,532.27 | $240,655.46 | $11,123.19 | 4.85% |
Caldwell Trust Co Caldwell Trust Co | 1,200 | $72,078 | $176,274 | $104,196 | 144.56% |
Basepoint Wealth LLC Basepoint Wealth LLC | 1,765 | $205,110.44 | $259,702.1 | $54,591.66 | 26.62% |
Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 7,874 | $991,682.21 | $1.18M | $183,827.17 | 18.54% |