| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ameriflex Group Inc. Ameriflex Group Inc. | 75 | $8,600 | $8,710.5 | $110.5 | 1.28% |
| CWM Copia Wealth Management Copia Wealth Management | 3,450 | $266,512.83 | $400,683 | $134,170.17 | 50.34% |
| KGL Kilter Group LLC Kilter Group LLC | 397 | $35,401 | $46,107.58 | $10,706.58 | 30.24% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 346 | $37,451.45 | $40,184.44 | $2,732.99 | 7.3% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 612 | $68,819 | $71,077.68 | $2,258.68 | 3.28% |