| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 448 | $19,957.97 | $20,285.44 | $327.47 | 1.64% |
Base Wealth Management LLC Base Wealth Management LLC | 39,443 | $1.57M | $1.79M | $218,921.85 | 13.97% |