| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JM Jarrod Musick Destiny Capital Corp./ Co. | 7,888 | $193,532.76 | $202,682.16 | $9,149.4 | 4.73% |
Joshua Stipcich Tidemark, LLC | 158,330 | $4.1M | $4.07M | -$32,504.5 | -0.79% |
Kelly Financial Services LLC Kelly Financial Services LLC | 50,618 | $1.31M | $1.3M | -$13,115.16 | -1% |
Centerpoint Advisory Group Centerpoint Advisory Group | 11,756 | $298,607.18 | $302,070.42 | $3,463.24 | 1.16% |