| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Molly Wheeler Burk Holdings LLC | 10 | $1,661 | $2,050.25 | $389.25 | 23.43% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 8,213 | $1.19M | $1.62M | $429,131.91 | 35.97% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 4,167 | $691,998 | $854,339.17 | $162,341.17 | 23.46% |
David W. Young III Clarion Wealth Managment Partners LLC | 2,488 | $238,724 | $511,887.32 | $273,163.32 | 114.43% |
Brent Garcia Broadwater Capital Management LLC | 4,199 | $362,751.97 | $860,899.97 | $498,148 | 137.32% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 13 | $2,138 | $2,673.97 | $535.97 | 25.07% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 54 | $7,149.6 | $11,107.26 | $3,957.66 | 55.35% |