| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Molly Wheeler Burk Holdings LLC | 42 | $4,719.52 | $4,529.7 | -$189.82 | -4.02% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 200 | $15,164 | $21,524 | $6,360 | 41.94% |
| CTC Caldwell Trust Co Caldwell Trust Co | 1,906 | $106,755.96 | $205,123.72 | $98,367.76 | 92.14% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 35,118 | $3.59M | $3.78M | $189,093.9 | 5.27% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 15 | $1,441.53 | $1,608 | $166.47 | 11.55% |
United Financial Planning Group LLC United Financial Planning Group LLC | 26 | $2,921 | $2,768.74 | -$152.26 | -5.21% |
Manske Wealth Management Manske Wealth Management | 5,834 | $443,010.52 | $627,855.08 | $184,844.56 | 41.72% |