| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ameriflex Group Inc. Ameriflex Group Inc. | 100 | $6,582 | $7,855 | $1,273 | 19.34% |
| CWM Copia Wealth Management Copia Wealth Management | 43 | $1,677 | $3,393.99 | $1,716.99 | 102.38% |
| CMM Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 2,820 | $185,612.33 | $221,482.8 | $35,870.47 | 19.33% |
| ECC Elizabeth C. Carr CLG LLC | 48,938 | $4.31M | $3.23M | -$1.08M | -25.05% |
| AWA AGH Wealth Advisors LLC AGH Wealth Advisors LLC | 5,545 | $488,243.26 | $365,803.65 | -$122,439.61 | -25.08% |
| RM Rich Mowrer Brookwood Investment Group LLC | 33,090 | $2.91M | $2.18M | -$728,972.7 | -25.03% |
Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 4,343 | $384,355 | $330,024.57 | -$54,330.43 | -14.14% |
| AS Aryn Sands GK Wealth Management LLC | 6,474 | $572,926 | $427,089.78 | -$145,836.22 | -25.45% |