| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 18,937 | $934,663.31 | $957,842.93 | $23,179.62 | 2.48% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 316 | $15,745.48 | $15,983.44 | $237.96 | 1.51% |
Loni Adams Daymark Wealth Partners LLC | 13,563 | $668,255.59 | $686,023.32 | $17,767.73 | 2.66% |
Winnow Wealth LLC Winnow Wealth LLC | 24,164 | $1.18M | $1.24M | $64,412.87 | 5.47% |