| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ameriflex Group Inc. Ameriflex Group Inc. | 792 | $23,235.55 | $26,722.08 | $3,486.53 | 15.01% |
Kilter Group LLC Kilter Group LLC | 220 | $7,190.7 | $7,422.8 | $232.1 | 3.23% |
Alpha Wealth Funds LLC Alpha Wealth Funds LLC | 13,937 | $528,770 | $467,307.61 | -$61,462.39 | -11.62% |
Clark Asset Management LLC Clark Asset Management LLC | 5,376 | $203,965 | $187,944.96 | -$16,020.04 | -7.85% |
| AS Aryn Sands GK Wealth Management LLC | 384 | $13,536 | $13,424.64 | -$111.36 | -0.82% |
Molly Wheeler Burk Holdings LLC | 104 | $3,946 | $3,547.44 | -$398.56 | -10.1% |
Boreal Capital Management LLC Boreal Capital Management LLC | 3,000 | $98,187.42 | $102,330 | $4,142.58 | 4.22% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 348 | $9,918 | $11,870.28 | $1,952.28 | 19.68% |