| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 10 | $845 | $820.25 | -$24.75 | -2.93% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 3,275 | $242,099.35 | $269,008.5 | $26,909.15 | 11.11% |
Carmen McClennon WR Wealth Planners, LLC | 102 | $8,027.26 | $8,389.5 | $362.24 | 4.51% |
Matthew D. Copley Copley Financial Group Inc. | 5,922 | $387,395.69 | $486,196.2 | $98,800.51 | 25.5% |
Lionel Daguzan Wormser Freres Gestion | 351 | $23,869.09 | $28,818.85 | $4,949.76 | 20.74% |
Rossby Financial LLC Rossby Financial LLC | 65 | $4,420 | $5,339.1 | $919.1 | 20.79% |
Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 23,430 | $1.57M | $1.92M | $351,635.1 | 22.38% |
Evelyn Partners Asset Management Ltd. Evelyn Partners Asset Management Ltd. | 1,274 | $93,575 | $104,487.11 | $10,912.11 | 11.66% |
| LC Leslie Childs MB Levis & Associates LLC | 16 | $1,345 | $1,308.64 | -$36.36 | -2.7% |