| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 518 | $9,816.1 | $10,181.29 | $365.19 | 3.72% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 230,152 | $4.78M | $4.48M | -$294,594.31 | -6.17% |
D. Patrick Franklin First International Bank & Trust | 715,906 | $8.35M | $14.08M | $5.72M | 68.53% |
CJ Harrison DecisionPoint Financial LLC | 5,841 | $118,865 | $115,564.18 | -$3,300.82 | -2.78% |
| FTM F. Thomas Mosley Mosley Wealth Management | 11,924 | $164,687.9 | $230,610.16 | $65,922.26 | 40.03% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 31,891 | $661,738 | $630,963.43 | -$30,774.57 | -4.65% |
| MP Marcus Pimentel SLT Holdings LLC | 10,947 | $227,150 | $216,586.39 | -$10,563.61 | -4.65% |