| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Centerpoint Advisory Group Centerpoint Advisory Group | 3,920 | $212,191 | $256,289.6 | $44,098.6 | 20.78% |
| KAB Katie A. Bruno Morey & Quinn Wealth Partners LLC | 5,001 | $270,704.25 | $327,290.44 | $56,586.19 | 20.9% |
Ameriflex Group Inc. Ameriflex Group Inc. | 105 | $6,236 | $6,846.52 | $610.52 | 9.79% |
| DR Don Ruffin Park Square Financial Group LLC | 64 | $3,464.24 | $4,173.12 | $708.88 | 20.46% |
TradeWell Securities LLC TradeWell Securities LLC | 149,308 | $8.26M | $9.72M | $1.46M | 17.67% |
| CTC Caldwell Trust Co Caldwell Trust Co | 50 | $1,885.05 | $3,253.75 | $1,368.7 | 72.61% |