| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BWR Brian W. Rahlfs Rahlfs Capital LLC | 38,250 | $1.14M | $1.3M | $166,000.75 | 14.61% |
| ICC Investment Counsel Co of Nevada Investment Counsel Co of Nevada | 203 | $7,211 | $6,909.1 | -$301.9 | -4.19% |
| DR Don Ruffin Park Square Financial Group LLC | 1,193 | $42,375 | $40,729.02 | -$1,645.98 | -3.88% |
| CWM Copia Wealth Management Copia Wealth Management | 43,936 | $1.33M | $1.5M | $172,055.56 | 12.96% |
| SSA SSA Swiss Advisors AG SSA Swiss Advisors AG | 109,544 | $2.96M | $3.74M | $784,685.16 | 26.52% |
Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 34,878 | $1.24M | $1.19M | -$46,910.35 | -3.79% |
Boreal Capital Management LLC Boreal Capital Management LLC | 120 | $3,145 | $4,092.6 | $947.6 | 30.13% |
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 115,740 | $3.37M | $3.95M | $580,200.6 | 17.23% |
Virtue Asset Management LLC Virtue Asset Management LLC | 6,704 | $238,126 | $228,606.4 | -$9,519.6 | -4% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 289 | $10,265 | $9,862.12 | -$402.88 | -3.92% |