| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marquette Associates Inc. Marquette Associates Inc. | 95 | $6,091 | $6,299.45 | $208.45 | 3.42% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 4,278 | $273,782.46 | $278,668.92 | $4,886.46 | 1.78% |
| VRI Valued Retirements Inc. Valued Retirements Inc. | 9,623 | $514,830.96 | $632,808.48 | $117,977.52 | 22.92% |
VestGen Advisors LLC VestGen Advisors LLC | 7,001 | $457,895.09 | $456,407.79 | -$1,487.3 | -0.32% |
| JS Jeffrey Socha Entrewealth LLC | 43,193 | $2.47M | $2.86M | $398,676.81 | 16.17% |
| PH Peter Heilbron Trace Wealth Advisors LLC | 4,421 | $239,719.6 | $287,983.94 | $48,264.34 | 20.13% |
Redwood Park Advisors LLC Redwood Park Advisors LLC | 1,911 | $103,712.77 | $124,581.53 | $20,868.76 | 20.12% |
| RFL Rossby Financial LLC Rossby Financial LLC | 11,138 | $673,959.94 | $725,529.32 | $51,569.38 | 7.65% |
| CQS Credential Qtrade Securities Inc. Credential Qtrade Securities Inc. | 4,867 | $257,141.68 | $317,036.38 | $59,894.7 | 23.29% |
| CTC Caldwell Trust Co Caldwell Trust Co | 1,126 | $68,406.4 | $73,347.64 | $4,941.24 | 7.22% |