| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 25 | $851.5 | $1,103.1 | $251.6 | 29.55% |
Walter J. West Milestone Asset Management LLC | 167,885 | $6.69M | $7.41M | $716,750.33 | 10.71% |
| RFA Reyes Financial Architecture Inc. Reyes Financial Architecture Inc. | 12,773 | $547,821 | $564,495.07 | $16,674.07 | 3.04% |
| KH Kristine Harrell Uniting Wealth Partners LLC | 185,415 | $7.11M | $8.22M | $1.1M | 15.51% |
Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 108,681 | $4.46M | $4.82M | $354,400.42 | 7.94% |