| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NA Nizar Araji National Bank Of Canada /FI/ | 8,774 | $239,930.74 | $261,903.9 | $21,973.16 | 9.16% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 26,193 | $700,963.59 | $781,861.05 | $80,897.46 | 11.54% |
| RN Ron New Whipplewood Advisors LLC | 18,768 | $515,997.56 | $553,749.84 | $37,752.28 | 7.32% |
Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 8,680 | $242,121.96 | $257,969.6 | $15,847.64 | 6.55% |
| AS Aryn Sands GK Wealth Management LLC | 70 | $2,067 | $2,097.2 | $30.2 | 1.46% |
William F. Blake PMG Family Office LLC | 60,347 | $1.73M | $1.8M | $67,034.04 | 3.87% |