| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 19,182 | $411,270 | $403,219.07 | -$8,050.93 | -1.96% |
| NA Nizar Araji National Bank Of Canada /FI/ | 345 | $7,073.88 | $7,252.14 | $178.26 | 2.52% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 136 | $2,907.68 | $2,854.78 | -$52.9 | -1.82% |
Steve Wachs Legacy CG LLC | 751,190 | $16.09M | $15.77M | -$321,557.11 | -2% |
Mariana Coli Dunhill Financial LLC | 99 | $2,170.32 | $2,081.05 | -$89.27 | -4.11% |
David Stevens Stevens Capital Partners | 11,644 | $249,647 | $244,765.03 | -$4,881.97 | -1.96% |
Courtney Holt Compound Planning, Inc. | 46,092 | $1.01M | $967,517.17 | -$40,094.65 | -3.98% |
Kevin Bresler TD Waterhouse Canada Inc. | 5,060 | $108,841 | $106,214.46 | -$2,626.54 | -2.41% |
Andrea Butler Sequent Planning LLC | 139,124 | $3.03M | $2.92M | -$114,538.77 | -3.78% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 910,087 | $19.49M | $19.1M | -$390,462.81 | -2% |