| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 41,976 | $182,175.84 | $169,163.28 | -$13,012.56 | -7.14% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 9,540 | $42,453 | $38,541.6 | -$3,911.4 | -9.21% |
Andrew Miller OLIO Financial Planning | 59,563 | $328,419.05 | $247,782.08 | -$80,636.97 | -24.55% |
Amanda Hawley Atria Wealth Solutions Inc. | 39,871 | $206,546.42 | $165,863.36 | -$40,683.06 | -19.7% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 1 | $4.34 | $4.08 | -$0.26 | -5.99% |
| MWL Melia Wealth LLC Melia Wealth LLC | 436,642 | $2.3M | $1.78M | -$522,860.08 | -22.69% |
Benj Foor Frazier Financial Advisors, LLC | 214,700 | $996,157.36 | $884,564 | -$111,593.36 | -11.2% |
David Millar Gen-Wealth Partners Inc | 30,207 | $131,098.38 | $124,452.84 | -$6,645.54 | -5.07% |
| MHI Mountain Hill Investment Partners Corp Mountain Hill Investment Partners Corp | 292 | $1,611.53 | $1,203.04 | -$408.49 | -25.35% |