| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BFS Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 551 | $25,792.39 | $30,156.23 | $4,363.84 | 16.92% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 191 | $8,940 | $10,453.43 | $1,513.43 | 16.93% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 10 | $465 | $547.3 | $82.3 | 17.7% |