| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,269 | $100,607.46 | $100,335.18 | -$272.28 | -0.27% |
Amanda Hawley Atria Wealth Solutions Inc. | 6,071 | $277,347.92 | $268,277.49 | -$9,070.43 | -3.27% |
Joshua Stipcich Tidemark, LLC | 113 | $5,000.13 | $4,994.6 | -$5.53 | -0.11% |
Proactive Wealth Strategies LLC Proactive Wealth Strategies LLC | 17,836 | $800,685.36 | $788,529.56 | -$12,155.8 | -1.52% |