| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Molly Wheeler Burk Holdings LLC | 10 | $7,881.2 | $6,536.1 | -$1,345.1 | -17.07% |
ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 3,099 | $2.37M | $2.03M | -$346,893.07 | -14.62% |
| CCM Cobler Capital Management LLC Cobler Capital Management LLC | 2,947 | $1.53M | $1.97M | $443,646.28 | 29% |
Gibbs Wealth Management Gibbs Wealth Management | 1,037 | $434,683.9 | $677,793.56 | $243,109.66 | 55.93% |
Basepoint Wealth LLC Basepoint Wealth LLC | 312 | $172,802.82 | $203,926.32 | $31,123.5 | 18.01% |
Aventus Investment Advisors Inc. Aventus Investment Advisors Inc. | 4 | $2,434 | $2,566.96 | $132.96 | 5.46% |
Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 384 | $212,240.54 | $246,428.16 | $34,187.62 | 16.11% |