| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 18,937 | $934,663.31 | $938,138.98 | $3,475.67 | 0.37% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 316 | $15,745.48 | $15,671.07 | -$74.41 | -0.47% |
Loni Adams Daymark Wealth Partners LLC | 13,563 | $668,255.59 | $672,453.54 | $4,197.95 | 0.63% |
Winnow Wealth LLC Winnow Wealth LLC | 18,730 | $913,882.65 | $931,042.08 | $17,159.43 | 1.88% |