| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 47 | $1,943 | $1,821.01 | -$121.99 | -6.28% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 248 | $8,831 | $9,581.11 | $750.11 | 8.49% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 15 | $620 | $581.62 | -$38.38 | -6.19% |
Curtis Harrell Tounjian Advisory Partners LLC | 440 | $18,180 | $17,069.8 | -$1,110.2 | -6.11% |
| PWM Puff Wealth Management LLC Puff Wealth Management LLC | 16,621 | $525,826.96 | $641,570.6 | $115,743.64 | 22.01% |
Samira Kadam Synergy Investment Management LLC | 1,534 | $55,484 | $59,312.11 | $3,828.11 | 6.9% |
Rossby Financial LLC Rossby Financial LLC | 1,293 | $44,466.51 | $49,953.12 | $5,486.61 | 12.34% |
Topsail Wealth Management LLC Topsail Wealth Management LLC | 400 | $12,723.69 | $15,554 | $2,830.31 | 22.24% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 58 | $2,098 | $2,251.56 | $153.56 | 7.32% |
TradeWell Securities LLC TradeWell Securities LLC | 156,933 | $4.99M | $6.02M | $1.03M | 20.69% |