| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 2,339 | $788,126 | $861,032.68 | $72,906.68 | 9.25% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 572 | $271,741.87 | $210,564.64 | -$61,177.23 | -22.51% |
| BG Brent Garcia Broadwater Capital Management LLC | 30 | $12,854.25 | $11,043.6 | -$1,810.65 | -14.09% |
| BWL Blalock Williams LLC Blalock Williams LLC | 2,247 | $757,127 | $827,165.64 | $70,038.64 | 9.25% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 1,312 | $524,514.72 | $482,973.44 | -$41,541.28 | -7.92% |