| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 28 | $10,080.65 | $9,344.16 | -$736.49 | -7.31% |
United Financial Planning Group LLC United Financial Planning Group LLC | 10 | $2,802 | $3,337.2 | $535.2 | 19.1% |
| BML Berman McAleer LLC Berman McAleer LLC | 1,478 | $509,008 | $493,238.16 | -$15,769.84 | -3.1% |