| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 518 | $9,816.1 | $10,336.69 | $520.59 | 5.3% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 233,715 | $4.43M | $4.71M | $284,547.66 | 6.42% |
D. Patrick Franklin First International Bank & Trust | 715,906 | $8.35M | $14.38M | $6.03M | 72.17% |
CJ Harrison DecisionPoint Financial LLC | 5,841 | $71,383 | $116,673.97 | $45,290.97 | 63.45% |
| FTM F. Thomas Mosley Mosley Wealth Management | 36,705 | $506,913.39 | $725,841.37 | $218,927.98 | 43.19% |
| MP Marcus Pimentel SLT Holdings LLC | 26,567 | $459,191.93 | $521,829.01 | $62,637.08 | 13.64% |