| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Richard Slavik Newbridge Financial Services Group Inc. | 1,000 | $41,880 | $53,285 | $11,405 | 27.23% |
Sima Elimelech Activest Wealth Management | 45 | $1,884.6 | $2,400.97 | $516.37 | 27.4% |
Joel A. Schreiber SFI Advisors LLC | 20,468 | $743,664.89 | $1.05M | $309,618.39 | 41.63% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 3,860 | $217,511 | $206,780.2 | -$10,730.8 | -4.93% |
Michael Byun SageView Advisory Group LLC | 42 | $1,931 | $2,221.66 | $290.66 | 15.05% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 5,086 | $228,587.04 | $269,032.11 | $40,445.07 | 17.69% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 28 | $1,200.62 | $1,481.1 | $280.48 | 23.36% |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 45 | $1,696.91 | $2,441.02 | $744.11 | 43.85% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 325 | $14,161 | $16,724.5 | $2,563.5 | 18.1% |