| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 4,242 | $31,901.17 | $23,649.15 | -$8,252.02 | -25.87% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 250 | $1,880 | $1,160 | -$720 | -38.3% |