| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 3,667 | $235,129 | $232,891.17 | -$2,237.83 | -0.95% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 5,234 | $303,403.83 | $332,437.51 | $29,033.68 | 9.57% |
Marquette Associates Inc. Marquette Associates Inc. | 95 | $6,091 | $6,034.4 | -$56.6 | -0.93% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 4,278 | $273,782.46 | $270,840.18 | -$2,942.28 | -1.07% |
| VRI Valued Retirements Inc. Valued Retirements Inc. | 9,623 | $514,830.96 | $609,424.59 | $94,593.63 | 18.37% |
VestGen Advisors LLC VestGen Advisors LLC | 7,001 | $457,895.09 | $442,883.26 | -$15,011.83 | -3.28% |
| JS Jeffrey Socha Entrewealth LLC | 45,967 | $2.64M | $2.92M | $279,491.15 | 10.59% |
| PH Peter Heilbron Trace Wealth Advisors LLC | 4,421 | $239,719.6 | $279,164.04 | $39,444.44 | 16.45% |
Redwood Park Advisors LLC Redwood Park Advisors LLC | 1,911 | $103,712.77 | $121,405.83 | $17,693.06 | 17.06% |
Rossby Financial LLC Rossby Financial LLC | 7,710 | $466,531.79 | $488,120.1 | $21,588.31 | 4.63% |
Credential Qtrade Securities Inc. Credential Qtrade Securities Inc. | 4,867 | $257,141.68 | $309,103.17 | $51,961.49 | 20.21% |
Caldwell Trust Co Caldwell Trust Co | 1,349 | $82,705.18 | $85,722.2 | $3,017.02 | 3.65% |