| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Basepoint Wealth LLC Basepoint Wealth LLC | 20,138 | $1.35M | $1.41M | $62,004.7 | 4.59% |
United Financial Planning Group LLC United Financial Planning Group LLC | 5 | $375.45 | $351.17 | -$24.28 | -6.47% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 85 | $6,110.45 | $5,961.05 | -$149.4 | -2.44% |