| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 42,369 | $543,168.19 | $566,685.37 | $23,517.18 | 4.33% |
| CW Chung Wu Chung Wu Investment Group LLC | 333 | $4,069 | $4,447.21 | $378.21 | 9.29% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 28,870 | $404,247.27 | $384,404.05 | -$19,843.22 | -4.91% |
| JCB John Ciaran Burns Universal-Beteiligungs- und Servicegesellschaft mbH | 16,788 | $213,359.93 | $224,274.25 | $10,914.32 | 5.12% |
Kingstone Capital Partners Texas LLC Kingstone Capital Partners Texas LLC | 34,794 | $445,430.39 | $464,673.87 | $19,243.48 | 4.32% |
Ameriflex Group Inc. Ameriflex Group Inc. | 10,400 | $128,521 | $138,935.68 | $10,414.68 | 8.1% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 448 | $5,626.92 | $5,969.6 | $342.68 | 6.09% |