| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Note Advisors LLC Note Advisors LLC | 7,472 | $214,596 | $217,098.96 | $2,502.96 | 1.17% |
Bernard Wealth Management Corp Bernard Wealth Management Corp | 5,016 | $144,862.65 | $145,739.88 | $877.23 | 0.61% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 1,980 | $56,764.94 | $57,528.9 | $763.96 | 1.35% |
Ameriflex Group Inc. Ameriflex Group Inc. | 85 | $2,496 | $2,468.82 | -$27.18 | -1.09% |
| AH Allen Hamilton Liberty Square Wealth Partners LLC | 18,597 | $538,754.99 | $540,149.86 | $1,394.87 | 0.26% |
Molly Wheeler Burk Holdings LLC | 60 | $1,723 | $1,743.3 | $20.3 | 1.18% |
| CTC Caldwell Trust Co Caldwell Trust Co | 775 | $22,757.71 | $22,517.62 | -$240.09 | -1.05% |