| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 24,419 | $2M | $2.08M | $81,001.23 | 4.06% |
| RCI Rexford Capital Inc. Rexford Capital Inc. | 1,676 | $131,036.03 | $142,644.36 | $11,608.33 | 8.86% |
| BFS Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 240 | $20,460 | $20,426.4 | -$33.6 | -0.16% |
Brent Garcia Broadwater Capital Management LLC | 1,200 | $91,500 | $102,132 | $10,632 | 11.62% |
Vickie Gutierrez American National Bank of Texas | 3,254 | $253,063.21 | $276,947.94 | $23,884.73 | 9.44% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 8 | $682 | $680.88 | -$1.12 | -0.16% |
| MRC Munich Reinsurance Co Stock Corp in Munich Munich Reinsurance Co Stock Corp in Munich | 1,996 | $172,055.21 | $169,879.56 | -$2,175.65 | -1.26% |
| PAW Plan A Wealth LLC Plan A Wealth LLC | 4,758 | $373,907.43 | $404,953.38 | $31,045.95 | 8.3% |
Jon Borer Capitolis Liquid Global Markets LLC | 99,528 | $8.08M | $8.47M | $390,675.39 | 4.84% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 20 | $1,602 | $1,702.2 | $100.2 | 6.25% |