| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 18,097 | $891,639 | $905,425.48 | $13,786.48 | 1.55% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 62 | $3,017.54 | $3,101.97 | $84.43 | 2.8% |
Loni Adams Daymark Wealth Partners LLC | 8,032 | $390,901 | $400,788.77 | $9,887.77 | 2.53% |
Winnow Wealth LLC Winnow Wealth LLC | 24,164 | $1.18M | $1.22M | $40,007.23 | 3.4% |