| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CQS Credential Qtrade Securities Inc. Credential Qtrade Securities Inc. | 130,250 | $1.22M | $1.96M | $740,387.82 | 60.69% |
| YKW Yee Ki Wan KW Wealth Management LLC | 22,251 | $258,116.85 | $334,877.55 | $76,760.7 | 29.74% |
| BCM Boreal Capital Management LLC Boreal Capital Management LLC | 31 | $338 | $466.55 | $128.55 | 38.03% |
| PWA Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 154 | $1,442.98 | $2,317.7 | $874.72 | 60.62% |
| RCI Rexford Capital Inc. Rexford Capital Inc. | 7,955 | $84,800.01 | $119,722.75 | $34,922.74 | 41.18% |
| EWA Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 25,887 | $388,823 | $389,599.35 | $776.35 | 0.2% |
| IGL IFS Group LLC IFS Group LLC | 39,959 | $460,731 | $601,382.95 | $140,651.95 | 30.53% |
| UFP United Financial Planning Group LLC United Financial Planning Group LLC | 48 | $634 | $722.4 | $88.4 | 13.94% |
| MWM Manske Wealth Management Manske Wealth Management | 72,827 | $631,254.24 | $1.1M | $464,792.11 | 73.63% |