| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 7,492 | $301,585.21 | $323,969.81 | $22,384.6 | 7.42% |
Julie Beswick Advantage Trust Co | 383 | $16,853 | $16,791.1 | -$61.9 | -0.37% |
Andrea Butler Sequent Planning LLC | 176,109 | $7.29M | $7.69M | $396,010.58 | 5.43% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 5,858 | $257,746 | $253,312.22 | -$4,433.78 | -1.72% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 42,317 | $1.75M | $1.85M | $98,873.9 | 5.66% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 880 | $34,782.68 | $38,053.05 | $3,270.37 | 9.4% |
Michael Dziura Westfuller Advisors, LLC | 689 | $28,511.37 | $30,054.18 | $1,542.81 | 5.41% |
Kara Lilian Lynx Investment Advisory | 5,144 | $226,369 | $225,050 | -$1,319 | -0.58% |
Nicholas Munoz IronOak Wealth LLC. | 40,882 | $1.63M | $1.77M | $142,874.11 | 8.77% |
| WCP Wealthcare Capital Partners LLC Wealthcare Capital Partners LLC | 24,380 | $1.01M | $1.07M | $59,099.14 | 5.87% |