| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| VAL VestGen Advisors LLC VestGen Advisors LLC | 9,162 | $211,535.32 | $266,889.06 | $55,399.55 | 26.19% |
| KGL Kilter Group LLC Kilter Group LLC | 73 | $2,075.62 | $2,126.49 | $51.24 | 2.47% |
| CQS Credential Qtrade Securities Inc. Credential Qtrade Securities Inc. | 4,089 | $123,283 | $119,112.57 | -$4,149.98 | -3.37% |
| UFP United Financial Planning Group LLC United Financial Planning Group LLC | 174 | $5,126 | $5,068.62 | -$56.51 | -1.1% |