| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Bresler TD Waterhouse Canada Inc. | 8,500 | $118,296.9 | $110,840 | -$7,456.9 | -6.3% |
Courtney Haddad Concurrent Investment Advisors, LLC | 97,775 | $1.35M | $1.27M | -$75,502.73 | -5.59% |
Goldstone Financial Group LLC Goldstone Financial Group LLC | 62,742 | $831,838.5 | $822,547.62 | -$9,290.88 | -1.12% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 200 | $2,824 | $2,608 | -$216 | -7.65% |
Heather Scully NWF Advisory Services Inc. | 20,683 | $280,344.73 | $269,706.32 | -$10,638.41 | -3.79% |
VestGen Advisors LLC VestGen Advisors LLC | 19,823 | $278,311.49 | $259,879.53 | -$18,431.96 | -6.62% |
Elizabeth Arce Sovran Advisors LLC | 14,370 | $191,851.5 | $187,384.8 | -$4,466.7 | -2.33% |
| DN Daniel Newman Noble Wealth Management PBC | 10,979 | $149,247.98 | $143,166.16 | -$6,081.82 | -4.07% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 41,526 | $561,406.57 | $540,253.26 | -$21,153.31 | -3.77% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 21,430 | $283,305 | $279,447.2 | -$3,857.8 | -1.36% |
| RM Rich Mowrer Brookwood Investment Group LLC | 26,947 | $376,373.59 | $351,388.88 | -$24,984.71 | -6.64% |
Thomas George Efthimiou Meadowbrook Wealth Management LLC | 43,270 | $573,760 | $564,240.8 | -$9,519.2 | -1.66% |