| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AB Anthony Bruccoleri Equitable Holdings Inc. | 10,845 | $42,078.6 | $44,789.85 | $2,711.25 | 6.44% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 750 | $2,910 | $3,150 | $240 | 8.25% |
Sarver Vrooman Wealth Advisors Sarver Vrooman Wealth Advisors | 225 | $956.92 | $951.75 | -$5.17 | -0.54% |