| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 282 | $9,371 | $10,566.54 | $1,195.54 | 12.76% |
Christopher C. Powers Farther Finance Advisors, LLC | 777 | $25,036.84 | $29,355.06 | $4,318.22 | 17.25% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 6,885 | $219,251 | $260,666.1 | $41,415.1 | 18.89% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 649 | $20,599 | $24,519.22 | $3,920.22 | 19.03% |