| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ameriflex Group Inc. Ameriflex Group Inc. | 205 | $36,754.34 | $52,361.1 | $15,606.76 | 42.46% |
| DR Don Ruffin Park Square Financial Group LLC | 166 | $34,282.32 | $40,679.96 | $6,397.64 | 18.66% |
Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 3,951 | $719,450.46 | $1.07M | $354,707.91 | 49.3% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 77 | $12,348 | $18,869.62 | $6,521.62 | 52.82% |
| CTC Caldwell Trust Co Caldwell Trust Co | 25 | $5,021 | $6,126.5 | $1,105.5 | 22.02% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 1,440 | $297,388.94 | $352,886.4 | $55,497.46 | 18.66% |
| TGI Torrey Growth & Income Advisors Torrey Growth & Income Advisors | 1,850 | $459,448 | $453,361 | -$6,087 | -1.32% |