| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PR Philippe Reitzer Banque Transatlantique SA | 2,126 | $102,236.23 | $102,335.01 | $98.78 | 0.1% |
Stephen J. Garry & Associates LLC Stephen J. Garry & Associates LLC | 5,640 | $268,238.09 | $271,481.4 | $3,243.31 | 1.21% |
| RFL Rossby Financial LLC Rossby Financial LLC | 4,442 | $214,774.85 | $213,771.25 | -$1,003.6 | -0.47% |
Ameriflex Group Inc. Ameriflex Group Inc. | 48 | $2,305.43 | $2,309.52 | $4.09 | 0.18% |
| IFA Independence Financial Advisors LLC Independence Financial Advisors LLC | 152,851 | $7.39M | $7.35M | -$38,006.38 | -0.51% |
| IRP Investment Research Partners LLC Investment Research Partners LLC | 124,023 | $6.05M | $5.97M | -$87,497.62 | -1.45% |
Craig McFadzean Turn8 Private Wealth Inc. | 74,100 | $3.56M | $3.57M | $5,240.32 | 0.15% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 619 | $29,569.67 | $29,776.99 | $207.32 | 0.7% |
| CTC Caldwell Trust Co Caldwell Trust Co | 420 | $20,475 | $20,204.1 | -$270.9 | -1.32% |
Invested Advisors Invested Advisors | 74,838 | $3.58M | $3.6M | $15,707.01 | 0.44% |