| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 18,071 | $431,535.48 | $410,074.36 | -$21,461.12 | -4.97% |
| NA Nizar Araji National Bank Of Canada /FI/ | 11,355 | $278,424.6 | $265,707 | -$12,717.6 | -4.57% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 200 | $7,704 | $4,557.98 | -$3,146.02 | -40.84% |
William Jollie Quent Capital LLC | 3,041 | $109,942.82 | $70,916.12 | -$39,026.7 | -35.5% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,506 | $40,449.22 | $33,116.94 | -$7,332.28 | -18.13% |
Westmount Partners LLC Westmount Partners LLC | 16,856 | $303,238.28 | $397,043.08 | $93,804.8 | 30.93% |
Bernard Wealth Management Corp Bernard Wealth Management Corp | 251 | $6,994.87 | $5,850.81 | -$1,144.06 | -16.36% |
United Financial Planning Group LLC United Financial Planning Group LLC | 1,000 | $23,880 | $23,555 | -$325 | -1.36% |
| SWM Steinberganna Wealth Management Steinberganna Wealth Management | 9,895 | $287,537.6 | $233,076.72 | -$54,460.88 | -18.94% |