| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CQS Credential Qtrade Securities Inc. Credential Qtrade Securities Inc. | 955 | $100,202.58 | $101,373.25 | $1,170.67 | 1.17% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 118 | $12,447 | $12,525.7 | $78.7 | 0.63% |
| CTC Caldwell Trust Co Caldwell Trust Co | 201 | $21,447 | $21,336.15 | -$110.85 | -0.52% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 4,481 | $475,366.9 | $475,658.15 | $291.25 | 0.06% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 2,515 | $267,865.1 | $266,967.25 | -$897.85 | -0.34% |
Michael Behner Nautilus Advisors LLC | 2,370 | $249,988 | $251,575.5 | $1,587.5 | 0.64% |
Jim Cullen Midwestern Financial LLC /IA | 18,880 | $2.01M | $2.01M | -$718.9 | -0.04% |
Invested Advisors Invested Advisors | 45,489 | $4.8M | $4.83M | $24,157.47 | 0.5% |
Darrell T. Roberts American Wealth Advisors LLC | 9,952 | $1.06M | $1.06M | -$5,201.78 | -0.49% |