| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle Jones Pineridge Advisors LLC | 7,174 | $232,518.44 | $236,024.6 | $3,506.16 | 1.51% |
Janice M. Powell Diversify Advisory Services, LLC | 19,536 | $641,749 | $647,243.31 | $5,494.31 | 0.86% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 661 | $18,185.94 | $21,945.2 | $3,759.26 | 20.67% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 19,536 | $639,803.05 | $647,243.31 | $7,440.26 | 1.16% |
Caleb Pearson Compass Financial Services Inc. | 175,132 | $5.65M | $5.8M | $148,497.01 | 2.63% |
| WCF White & Co Financial Planning Inc. White & Co Financial Planning Inc. | 6,638 | $218,447.77 | $218,257.44 | -$190.33 | -0.09% |
REAP Financial Group LLC REAP Financial Group LLC | 1,697 | $53,797.19 | $55,797.36 | $2,000.17 | 3.72% |
Samira Kadam Synergy Investment Management LLC | 8,600 | $269,613.4 | $285,175.14 | $15,561.74 | 5.77% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 14,094 | $449,750.78 | $463,410.72 | $13,659.94 | 3.04% |