| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KAB Katie A. Bruno Morey & Quinn Wealth Partners LLC | 5,001 | $270,704.25 | $289,257.84 | $18,553.59 | 6.85% |
| AGI Ameriflex Group Inc. Ameriflex Group Inc. | 105 | $6,236 | $6,073.2 | -$162.8 | -2.61% |
| DR Don Ruffin Park Square Financial Group LLC | 64 | $3,464.24 | $3,701.76 | $237.52 | 6.86% |
| TSL TradeWell Securities LLC TradeWell Securities LLC | 149,308 | $8.26M | $8.64M | $373,809.69 | 4.52% |
| CTC Caldwell Trust Co Caldwell Trust Co | 50 | $1,885.05 | $2,892 | $1,006.95 | 53.42% |