| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| GWM Gibbs Wealth Management Gibbs Wealth Management | 4,589 | $484,185.48 | $520,163.15 | $35,977.67 | 7.43% |
| RCI Rexford Capital Inc. Rexford Capital Inc. | 3,086 | $323,119.51 | $349,798.1 | $26,678.59 | 8.26% |
| BFG Birch Financial Group LLC Birch Financial Group LLC | 9,704 | $920,573 | $1.1M | $179,375.4 | 19.49% |
Brent Garcia Broadwater Capital Management LLC | 23,200 | $1.95M | $2.63M | $676,975.91 | 34.67% |
IFS Group LLC IFS Group LLC | 1,879 | $217,531 | $212,984.65 | -$4,546.35 | -2.09% |
Aventus Investment Advisors Inc. Aventus Investment Advisors Inc. | 380 | $39,596 | $43,073 | $3,477 | 8.78% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 150 | $16,780.65 | $17,002.5 | $221.85 | 1.32% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 10 | $1,158 | $1,133.5 | -$24.5 | -2.12% |