| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 53 | $24,844 | $39,623.33 | $14,779.33 | 59.49% |
| UFP United Financial Planning Group LLC United Financial Planning Group LLC | 7 | $3,281 | $5,233.27 | $1,952.27 | 59.5% |
| SWM Steinberganna Wealth Management Steinberganna Wealth Management | 7,067 | $3.46M | $5.28M | $1.82M | 52.7% |
Thomas George Efthimiou Meadowbrook Wealth Management LLC | 2,524 | $1.24M | $1.89M | $649,248.47 | 52.45% |
Jon Borer Capitolis Liquid Global Markets LLC | 18,560 | $8.7M | $13.88M | $5.18M | 59.49% |
| KFP Kerr Financial Planning Corp Kerr Financial Planning Corp | 1,114 | $544,210.75 | $832,837.54 | $288,626.79 | 53.04% |
David K. Gilmore Equity Wealth Partners LLC | 794 | $388,362.34 | $593,602.34 | $205,240 | 52.85% |
| PWA Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 159 | $62,075 | $118,869.99 | $56,794.99 | 91.49% |