| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Steven Albrecht Curat Global LLC | 1,948 | $283,972.19 | $354,428.86 | $70,456.67 | 24.81% |
| CQS Credential Qtrade Securities Inc. Credential Qtrade Securities Inc. | 50 | $4,811.56 | $9,089.5 | $4,277.94 | 88.91% |
Boreal Capital Management LLC Boreal Capital Management LLC | 700 | $107,753.8 | $127,249.5 | $19,495.7 | 18.09% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 2,560 | $405,606 | $465,382.4 | $59,776.4 | 14.74% |
| SWM Steinberganna Wealth Management Steinberganna Wealth Management | 36,598 | $5.95M | $6.65M | $706,720.37 | 11.88% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 9,769 | $1.6M | $1.78M | $177,921.06 | 11.13% |