| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 1,163 | $148,618.33 | $179,579 | $30,960.67 | 20.83% |
Greykasell Wealth Strategies Inc. Greykasell Wealth Strategies Inc. | 35 | $4,623 | $4,623 | - | - |
Sincerus Advisory LLC Sincerus Advisory LLC | 1,593 | $202,026.77 | $201,847.25 | -$179.52 | -0.09% |
| FLP Financial Life Planners Financial Life Planners | 2 | $261 | $261 | - | - |
Redwood Park Advisors LLC Redwood Park Advisors LLC | 1 | $116 | $116 | - | - |
Rossby Financial LLC Rossby Financial LLC | 1,245 | $167,263.49 | $139,703.37 | -$27,560.12 | -16.48% |
Evelyn Partners Asset Management Ltd. Evelyn Partners Asset Management Ltd. | 531 | $67,680 | $67,680 | - | - |
MJT & Associates Financial Advisory Group Inc. MJT & Associates Financial Advisory Group Inc. | 1,028 | $119,513.53 | $161,876 | $42,362.47 | 35.45% |