| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DR Don Ruffin Park Square Financial Group LLC | 123 | $2,804 | $2,797.02 | -$6.98 | -0.25% |
| KGL Kilter Group LLC Kilter Group LLC | 728 | $13,814.32 | $16,529.24 | $2,714.92 | 19.65% |
| CMM Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 14,545 | $231,490.44 | $330,753.3 | $99,262.86 | 42.88% |
Binnacle Investments Inc. Binnacle Investments Inc. | 66 | $1,283 | $1,498.53 | $215.53 | 16.8% |
Adam Hoffmann CCM Investment Group LLC | 34,891 | $528,598.99 | $791,851.24 | $263,252.25 | 49.8% |
Nicole Reese WPG Advisers LLC | 56 | $996 | $1,269.52 | $273.52 | 27.46% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 35 | $649.98 | $793.8 | $143.82 | 22.13% |
United Financial Planning Group LLC United Financial Planning Group LLC | 222 | $4,986.97 | $5,022.75 | $35.78 | 0.72% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 463 | $8,286.16 | $10,417.5 | $2,131.34 | 25.72% |