| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 323 | $17,677.27 | $16,867.06 | -$810.21 | -4.58% |
Beth Steinhaus Breakwater Investment Management | 8,126 | $418,489.45 | $424,786.65 | $6,297.2 | 1.5% |
Pines Wealth Management LLC Pines Wealth Management LLC | 5,093 | $266,389.8 | $266,312.97 | -$76.83 | -0.03% |
Melinda Trachsel Fiduciary Advisors Inc. | 210 | $10,990.8 | $10,990.35 | -$0.45 | - |
HMV Wealth Advisors LLC HMV Wealth Advisors LLC | 10,655 | $557,248 | $556,563.92 | -$684.08 | -0.12% |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 821 | $42,339.41 | $42,958.82 | $619.41 | 1.46% |
Maseco LLP Maseco LLP | 793 | $42,675.49 | $41,434.25 | -$1,241.24 | -2.91% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 464 | $24,994.37 | $24,257.92 | -$736.45 | -2.95% |