| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
VestGen Advisors LLC VestGen Advisors LLC | 7,357 | $481,179 | $484,605.59 | $3,426.59 | 0.71% |
| JS Jeffrey Socha Entrewealth LLC | 38,930 | $2.19M | $2.56M | $378,266.17 | 17.3% |
| PH Peter Heilbron Trace Wealth Advisors LLC | 4,421 | $239,719.6 | $290,570.22 | $50,850.62 | 21.21% |
Redwood Park Advisors LLC Redwood Park Advisors LLC | 2,006 | $108,863.97 | $131,774.14 | $22,910.17 | 21.04% |
| RFL Rossby Financial LLC Rossby Financial LLC | 11,138 | $673,959.94 | $732,991.78 | $59,031.84 | 8.76% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 596 | $36,828.07 | $39,061.84 | $2,233.77 | 6.07% |
| CQS Credential Qtrade Securities Inc. Credential Qtrade Securities Inc. | 4,867 | $257,141.68 | $318,569.48 | $61,427.8 | 23.89% |
| CTC Caldwell Trust Co Caldwell Trust Co | 1,126 | $68,406.4 | $73,696.7 | $5,290.3 | 7.73% |