| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ameriflex Group Inc. Ameriflex Group Inc. | 7,961 | $872,370.09 | $853,180.37 | -$19,189.72 | -2.2% |
Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 6,627 | $680,003.11 | $712,236.82 | $32,233.71 | 4.74% |
Matthew Francis Dean Evelyn Partners Investment Management (Europe) Ltd. | 23,582 | $2.65M | $2.55M | -$104,232.44 | -3.93% |
BLVD Private Wealth LLC BLVD Private Wealth LLC | 14,030 | $1.45M | $1.5M | $49,741.42 | 3.42% |
Boreal Capital Management LLC Boreal Capital Management LLC | 225 | $25,279 | $24,043.5 | -$1,235.5 | -4.89% |
Basepoint Wealth LLC Basepoint Wealth LLC | 608 | $66,123.72 | $65,080.32 | -$1,043.4 | -1.58% |