| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MT Michael Topley Lansing Street Advisors | 5,616 | $270,185.76 | $287,370.72 | $17,184.96 | 6.36% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 15,291 | $533,956.68 | $787,486.5 | $253,529.82 | 47.48% |
Christopher C. Powers Farther Finance Advisors, LLC | 266 | $11,178 | $13,531.42 | $2,353.42 | 21.05% |
Taylor Wagner Valued Wealth Advisors LLC | 42,664 | $1.82M | $2.2M | $379,092.06 | 20.82% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 300 | $14,409 | $15,309 | $900 | 6.25% |
Aurelius Family Office LLC Aurelius Family Office LLC | 13,554 | $557,066.01 | $697,217.76 | $140,151.75 | 25.16% |