| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Binnacle Investments Inc. Binnacle Investments Inc. | 108 | $7,929.92 | $8,559.54 | $629.62 | 7.94% |
Nicole Reese WPG Advisers LLC | 114 | $8,353.84 | $9,013.98 | $660.14 | 7.9% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 76 | $5,655 | $6,162.08 | $507.08 | 8.97% |
John H. Bai Credential Securities Inc. | 488 | $30,661.49 | $39,591.44 | $8,929.95 | 29.12% |
LOM Asset Management Ltd. LOM Asset Management Ltd. | 15,904 | $1.21M | $1.29M | $79,040.67 | 6.53% |
Molly Wheeler Burk Holdings LLC | 24 | $2,030 | $1,944.72 | -$85.28 | -4.2% |
Caldwell Trust Co Caldwell Trust Co | 246 | $17,031.16 | $19,965.36 | $2,934.2 | 17.23% |
Basepoint Wealth LLC Basepoint Wealth LLC | 87 | $6,729.13 | $7,049.61 | $320.48 | 4.76% |
Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 9,733 | $710,418.06 | $789,151.64 | $78,733.58 | 11.08% |
Manske Wealth Management Manske Wealth Management | 12,063 | $726,898.67 | $979,153.71 | $252,255.04 | 34.7% |