| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 657 | $25,649.28 | $49,327.56 | $23,678.28 | 92.32% |
Beth Steinhaus Breakwater Investment Management | 28,941 | $1.59M | $2.2M | $612,954.05 | 38.58% |
Comprehensive Financial Planning Inc./PA Comprehensive Financial Planning Inc./PA | 4 | $303 | $300.56 | -$2.44 | -0.81% |
Sincerus Advisory LLC Sincerus Advisory LLC | 7,590 | $479,284.32 | $577,371.3 | $98,086.98 | 20.47% |
Prime Buchholz LLC Prime Buchholz LLC | 30,032 | $1.78M | $2.26M | $479,726.49 | 26.99% |
| CWM Copia Wealth Management Copia Wealth Management | 392 | $27,063.88 | $29,275.58 | $2,211.7 | 8.17% |
| CMM Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 15,814 | $935,766.82 | $1.19M | $251,548.33 | 26.88% |
Matthew Chester Tableaux LLC | 35,655 | $2.7M | $2.68M | -$20,378.96 | -0.75% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 16,032 | $1.08M | $1.22M | $137,625.93 | 12.72% |