| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 518 | $9,816.1 | $10,437.7 | $621.6 | 6.33% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 231,039 | $4.79M | $4.5M | -$293,419.28 | -6.12% |
D. Patrick Franklin First International Bank & Trust | 715,906 | $8.35M | $13.95M | $5.59M | 66.94% |
CJ Harrison DecisionPoint Financial LLC | 5,841 | $118,865 | $113,782.68 | -$5,082.32 | -4.28% |
| FTM F. Thomas Mosley Mosley Wealth Management | 11,924 | $164,687.9 | $232,279.52 | $67,591.62 | 41.04% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 31,891 | $661,738 | $621,236.68 | -$40,501.32 | -6.12% |
| MP Marcus Pimentel SLT Holdings LLC | 10,947 | $227,150 | $213,247.56 | -$13,902.44 | -6.12% |