| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Goldstone Financial Group LLC Goldstone Financial Group LLC | 115,644 | $2.9M | $2.9M | -$750.14 | -0.03% |
VestGen Advisors LLC VestGen Advisors LLC | 9,856 | $247,424.88 | $247,336.32 | -$88.56 | -0.04% |
| RRR Ryan Robert Robaugh Hickory Asset Management Inc. | 25,625 | $643,532.73 | $642,675 | -$857.73 | -0.13% |
| RFL Rossby Financial LLC Rossby Financial LLC | 17,708 | $443,416 | $444,116.64 | $700.64 | 0.16% |
Ameriflex Group Inc. Ameriflex Group Inc. | 26,975 | $676,278.72 | $677,207.37 | $928.65 | 0.14% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 3,239 | $81,069.23 | $81,234.12 | $164.89 | 0.2% |