| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 12,019 | $226,999.02 | $227,459.57 | $460.55 | 0.2% |
Rexford Capital Inc. Rexford Capital Inc. | 3,600 | $60,876 | $68,310 | $7,434 | 12.21% |
Basepoint Wealth LLC Basepoint Wealth LLC | 135 | $2,188.98 | $2,554.87 | $365.89 | 16.72% |
Manske Wealth Management Manske Wealth Management | 15,564 | $302,105.77 | $297,194.58 | -$4,911.19 | -1.63% |