| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Goldstone Financial Group LLC Goldstone Financial Group LLC | 37,625 | $3.22M | $3.25M | $31,978.5 | 0.99% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 305 | $25,109.76 | $26,358.1 | $1,248.34 | 4.97% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 27 | $2,312 | $2,335.23 | $23.23 | 1% |
| MK Matthew Klein Matauro LLC | 121,923 | $10.51M | $10.55M | $40,701.35 | 0.39% |
| AA Alvin Anton Summit Investment Advisors Inc. | 14,548 | $1.26M | $1.26M | -$612.12 | -0.05% |
| FG Fabian Guerra Guerra Advisors Inc. | 105 | $9,118 | $9,075.15 | -$42.85 | -0.47% |
Ameriflex Group Inc. Ameriflex Group Inc. | 100 | $8,684 | $8,643 | -$41 | -0.47% |
| DR Don Ruffin Park Square Financial Group LLC | 3 | $259.67 | $259.29 | -$0.38 | -0.15% |