| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RFL Rossby Financial LLC Rossby Financial LLC | 1 | $38 | $39.65 | $1.65 | 4.34% |
Ameriflex Group Inc. Ameriflex Group Inc. | 200 | $9,526 | $8,716 | -$810 | -8.5% |
| CWM Copia Wealth Management Copia Wealth Management | 1,542 | $56,306 | $66,583.56 | $10,277.56 | 18.25% |
| KGL Kilter Group LLC Kilter Group LLC | 562 | $28,235 | $24,222.2 | -$4,012.8 | -14.21% |
| BFF Byrne Financial Freedom LLC Byrne Financial Freedom LLC | 156,510 | $5.89M | $6.21M | $320,585.19 | 5.45% |
BLVD Private Wealth LLC BLVD Private Wealth LLC | 20,405 | $1.03M | $809,058.25 | -$216,088.76 | -21.08% |