| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DR Don Ruffin Park Square Financial Group LLC | 123 | $2,804 | $2,617.44 | -$186.56 | -6.65% |
| KGL Kilter Group LLC Kilter Group LLC | 724 | $13,723.11 | $15,406.72 | $1,683.61 | 12.27% |
| CMM Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 14,545 | $231,490.44 | $309,517.6 | $78,027.16 | 33.71% |
| BII Binnacle Investments Inc. Binnacle Investments Inc. | 66 | $1,283 | $1,404.48 | $121.48 | 9.47% |
| AH Adam Hoffmann CCM Investment Group LLC | 34,891 | $528,598.99 | $742,480.48 | $213,881.49 | 40.46% |
| NR Nicole Reese WPG Advisers LLC | 56 | $996 | $1,191.68 | $195.68 | 19.65% |
| HIA HFM Investment Advisors LLC HFM Investment Advisors LLC | 35 | $649.98 | $744.8 | $94.82 | 14.59% |
| JB Justin Boggs Optima Capital LLC | 28 | $498 | $595.84 | $97.84 | 19.65% |
| UFP United Financial Planning Group LLC United Financial Planning Group LLC | 15 | $267 | $319.2 | $52.2 | 19.55% |
| KFP Kerr Financial Planning Corp Kerr Financial Planning Corp | 458 | $8,172.58 | $9,746.24 | $1,573.66 | 19.25% |