| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brucke Financial Inc. Brucke Financial Inc. | 8,752 | $207,336 | $209,785.44 | $2,449.44 | 1.18% |
| CMM Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 17,881 | $568,361.16 | $428,607.57 | -$139,753.59 | -24.59% |
Asa Wallenberg Lansforsakringar Fondforvaltning AB (publ) | 64,912 | $1.68M | $1.56M | -$125,977.56 | -7.49% |
Kevin Serrapede Capstone Wealth Management Group LLC | 42,050 | $1.36M | $1.01M | -$351,387 | -25.85% |
| QFW QTR Family Wealth LLC QTR Family Wealth LLC | 120,082 | $3.25M | $2.87M | -$374,652.75 | -11.54% |
Luis A. Galdamez Valtrion Capital Management LLC | 16,024 | $502,578.54 | $383,374.2 | -$119,204.34 | -23.72% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 602 | $14,261 | $14,342.65 | $81.65 | 0.57% |