| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Landon Marsh Scott Marsh Financial LLC | 12,791 | $689,448 | $657,713.22 | -$31,734.78 | -4.6% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 16,927 | $827,699.79 | $868,862.91 | $41,163.12 | 4.97% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 991 | $46,655.86 | $51,086.05 | $4,430.19 | 9.5% |