| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BWL Balance Wealth LLC Balance Wealth LLC | 76,553 | $2.37M | $3.33M | $966,449.56 | 40.85% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 511 | $19,477.87 | $22,243.83 | $2,765.96 | 14.2% |
Mitchell Goldhar TLT Family Holdco ULC | 172,700 | $5.68M | $7.64M | $1.96M | 34.51% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 5,375 | $204,518.35 | $233,973.75 | $29,455.4 | 14.4% |