| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 227 | $30,790 | $32,333.88 | $1,543.88 | 5.01% |
United Financial Planning Group LLC United Financial Planning Group LLC | 22 | $2,984 | $3,144.46 | $160.46 | 5.38% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 1,833 | $248,628 | $261,092.52 | $12,464.52 | 5.01% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 95 | $9,298.6 | $13,015 | $3,716.4 | 39.97% |