| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FP Frank Poli COHEN & STEERS Inc. | 137,091 | $3.89M | $4.18M | $287,539.03 | 7.39% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 65 | $2,080.65 | $1,998.75 | -$81.9 | -3.94% |
Dalila Toledo Ascent Group LLC | 10,299 | $329,670.97 | $312,317.17 | -$17,353.8 | -5.26% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 8 | $260 | $246.8 | -$13.2 | -5.08% |
Alexandra Stickelman Root Financial Partners, LLC | 19 | $626 | $551.38 | -$74.62 | -11.92% |
Christopher C. Powers Farther Finance Advisors, LLC | 6 | $214.56 | $184.89 | -$29.67 | -13.83% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,245 | $61,577.93 | $38,034.75 | -$23,543.18 | -38.23% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 13 | $423 | $382.59 | -$40.41 | -9.55% |
Kings Path Partners LLC Kings Path Partners LLC | 7,945 | $259,356.34 | $247,327.85 | -$12,028.49 | -4.64% |
Scott Schroeder Longaeva Partners LP | 75,451 | $2.45M | $2.29M | -$163,728.66 | -6.67% |
Aryn Sands GK Wealth Management LLC | 1,256 | $44,914.56 | $38,257.76 | -$6,656.8 | -14.82% |