| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Zemann WealthPlan Investment Management LLC | 32,022 | $806,751.6 | $806,954.4 | $202.8 | 0.03% |
Brad Saenz Coastwise Capital Group LLC | 20,810 | $523,069.13 | $524,412 | $1,342.87 | 0.26% |
Kevin Bresler TD Waterhouse Canada Inc. | 2,385 | $59,792 | $60,102 | $310 | 0.52% |
Courtney Haddad Concurrent Investment Advisors, LLC | 70,434 | $1.78M | $1.77M | -$3,521.91 | -0.2% |
Amir Har-El Savvy Advisors, Inc. | 22,678 | $571,908.74 | $571,485.6 | -$423.14 | -0.07% |
Shepherd Wealth Management Ltd. Shepherd Wealth Management Ltd. | 2.56M | $64.46M | $64.46M | - | - |
Dixon Karmindro Mainstream Capital Management LLC | 14,441 | $363,397.34 | $363,913.2 | $515.86 | 0.14% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 89,567 | $2.26M | $2.26M | $494.59 | 0.02% |
Brian Mann Mann Financial Group Inc. | 9,000 | $226,575 | $226,800 | $225 | 0.1% |