| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TFI Towarzystwo Funduszy Inwestycyjnych PZU SA Towarzystwo Funduszy Inwestycyjnych PZU SA | 870 | $32,804.85 | $35,391.6 | $2,586.75 | 7.89% |
Molly Wheeler Burk Holdings LLC | 2,089 | $90,161 | $84,667.17 | -$5,493.83 | -6.09% |
| CTC Caldwell Trust Co Caldwell Trust Co | 400 | $10,355.16 | $16,816 | $6,460.84 | 62.39% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 51,053 | $2.06M | $2.15M | $89,271.3 | 4.34% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 64 | $2,234.55 | $2,690.56 | $456.01 | 20.41% |
| RCI Rexford Capital Inc. Rexford Capital Inc. | 916 | $39,551.81 | $38,508.64 | -$1,043.17 | -2.64% |
| BFG Birch Financial Group LLC Birch Financial Group LLC | 7,133 | $279,554.95 | $299,871.33 | $20,316.38 | 7.27% |
| PAW Plan A Wealth LLC Plan A Wealth LLC | 5,084 | $219,499.62 | $213,731.37 | -$5,768.25 | -2.63% |