| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 585 | $49,866.46 | $74,055.15 | $24,188.69 | 48.51% |
Rexford Capital Inc. Rexford Capital Inc. | 5,406 | $570,369.15 | $685,372.68 | $115,003.53 | 20.16% |
Birch Financial Group LLC Birch Financial Group LLC | 5,442 | $624,979.2 | $687,487.86 | $62,508.66 | 10% |
Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 275 | $31,711 | $34,831.5 | $3,120.5 | 9.84% |
Basepoint Wealth LLC Basepoint Wealth LLC | 11 | $1,270.82 | $1,392.38 | $121.56 | 9.57% |
United Financial Planning Group LLC United Financial Planning Group LLC | 36 | $4,719 | $4,555.26 | -$163.74 | -3.47% |
Aventus Investment Advisors Inc. Aventus Investment Advisors Inc. | 320 | $33,203 | $40,409.6 | $7,206.6 | 21.7% |
Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 4,033 | $453,713 | $511,182.75 | $57,469.75 | 12.67% |
Shuttleworth & Co Shuttleworth & Co | 2,980 | $335,250 | $370,846.1 | $35,596.1 | 10.62% |
William F. Blake PMG Family Office LLC | 1,603 | $210,121 | $199,477.32 | -$10,643.68 | -5.07% |