| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PSI Pinney & Scofield Inc. Pinney & Scofield Inc. | 1,017 | $17,614 | $18,356.85 | $742.85 | 4.22% |
| BCW Ball & Co Wealth Management Inc. Ball & Co Wealth Management Inc. | 277,497 | $4.81M | $5.01M | $202,572.81 | 4.21% |
| AGI Ameriflex Group Inc. Ameriflex Group Inc. | 209 | $2,807 | $3,772.45 | $965.45 | 34.39% |
| JB Justin Boggs Optima Capital LLC | 1,138 | $15,085 | $20,540.9 | $5,455.9 | 36.17% |
| TTM Timothy T. Murray Gladwyn Financial Advisors Inc. | 197,791 | $2.59M | $3.57M | $981,825.61 | 37.93% |
| IGL IFS Group LLC IFS Group LLC | 27,170 | $364,350 | $490,418.5 | $126,068.5 | 34.6% |