| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NA Nizar Araji National Bank Of Canada /FI/ | 351 | $11,970.39 | $13,067.8 | $1,097.41 | 9.17% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 13,779 | $451,913.83 | $476,891.19 | $24,977.36 | 5.53% |
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 8,353 | $267,974.71 | $315,659.87 | $47,685.16 | 17.79% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 700 | $24,686 | $24,906 | $220 | 0.89% |