| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RCI Rexford Capital Inc. Rexford Capital Inc. | 2,900 | $30,575 | $44,950 | $14,375 | 47.02% |
| BFS Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 1,166 | $18,073 | $18,073 | - | - |
IFS Group LLC IFS Group LLC | 6,759 | $104,764.5 | $104,764.5 | - | - |
Invested Advisors Invested Advisors | 5,082 | $78,771 | $78,771 | - | - |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 5,852 | $90,706 | $90,706 | - | - |
Manske Wealth Management Manske Wealth Management | 11,608 | $114,223.2 | $179,924 | $65,700.8 | 57.52% |
| KCS Kepler Cheuvreux (Suisse) SA Kepler Cheuvreux (Suisse) SA | 141,444 | $2.19M | $2.19M | - | - |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 60 | $930 | $930 | - | - |