| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ashley Meredith Abel Hall, LLC | 12,459 | $341,377 | $339,507.75 | -$1,869.25 | -0.55% |
Ian Jameson American Capital Advisory, LLC | 70 | $1,917 | $1,907.15 | -$9.85 | -0.51% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 22,902 | $485,751.6 | $619,041.06 | $133,289.46 | 27.44% |
Michael Dziura Westfuller Advisors, LLC | 188 | $5,115.05 | $5,123.94 | $8.89 | 0.17% |
Carmen McClennon WR Wealth Planners, LLC | 215 | $4,300 | $5,853.37 | $1,553.37 | 36.12% |
David A Rozenson Fairscale Capital, LLC | 2,171 | $56,226.24 | $59,062.05 | $2,835.81 | 5.04% |
| AJP Aaron J. Plautz Principia Wealth Advisory LLC | 52 | $1,400.94 | $1,412.58 | $11.64 | 0.83% |
Millstone Evans Group LLC Millstone Evans Group LLC | 2,364 | $59,856 | $64,218.06 | $4,362.06 | 7.29% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 116 | $2,944.98 | $3,022.96 | $77.98 | 2.65% |
| RN Ron New Whipplewood Advisors LLC | 993 | $27,177.22 | $26,801.07 | -$376.15 | -1.38% |
May Hill Capital LLC May Hill Capital LLC | 8,091 | $219,104.06 | $217,889.82 | -$1,214.24 | -0.55% |
| RFL Rossby Financial LLC Rossby Financial LLC | 95 | $2,593 | $2,560.72 | -$32.28 | -1.24% |
| JC Jamie Cahal Corient IA LLC | 11,890 | $302,006 | $320,732.75 | $18,726.75 | 6.2% |
| KGL Kilter Group LLC Kilter Group LLC | 50 | $1,356.88 | $1,352.75 | -$4.13 | -0.3% |
Binnacle Investments Inc. Binnacle Investments Inc. | 680 | $17,558.58 | $18,397.4 | $838.82 | 4.78% |
| RAL Ransom Advisory Ltd. Ransom Advisory Ltd. | 256 | $6,932 | $6,915.84 | -$16.16 | -0.23% |
Nicole Reese WPG Advisers LLC | 634 | $16,022.48 | $17,098.98 | $1,076.5 | 6.72% |
Jon Lewis Midwest Trust Co | 115,924 | $2.78M | $3.13M | $346,032.9 | 12.45% |
Molly Wheeler Burk Holdings LLC | 84 | $2,302 | $2,264.64 | -$37.36 | -1.62% |