| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Zemann WealthPlan Investment Management LLC | 35,247 | $887,731.35 | $883,642.29 | -$4,089.06 | -0.46% |
Brad Saenz Coastwise Capital Group LLC | 20,810 | $523,069.13 | $521,885.67 | -$1,183.46 | -0.23% |
Kevin Bresler TD Waterhouse Canada Inc. | 2,385 | $59,792 | $59,839.65 | $47.65 | 0.08% |
Courtney Haddad Concurrent Investment Advisors, LLC | 50,919 | $1.29M | $1.28M | -$8,147.19 | -0.63% |
Amir Har-El Savvy Advisors, Inc. | 57,581 | $1.45M | $1.44M | -$7,319.35 | -0.5% |
Shepherd Wealth Management Ltd. Shepherd Wealth Management Ltd. | 2.56M | $64.46M | $64.2M | -$259,939.37 | -0.4% |
Dixon Karmindro Mainstream Capital Management LLC | 14,441 | $363,397.34 | $362,035.87 | -$1,361.47 | -0.37% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 89,567 | $2.26M | $2.25M | -$11,140.16 | -0.49% |
Brian Mann Mann Financial Group Inc. | 13,353 | $335,878.89 | $334,893.24 | -$985.65 | -0.29% |