| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BFS Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 11,358 | $437,283 | $564,833.34 | $127,550.34 | 29.17% |
| BG Brent Garcia Broadwater Capital Management LLC | 300 | $11,118 | $14,919 | $3,801 | 34.19% |
| IA Invested Advisors Invested Advisors | 5,537 | $271,534 | $275,299.64 | $3,765.64 | 1.39% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 16,632 | $717,841.48 | $826,943.04 | $109,101.56 | 15.2% |
| MWM Manske Wealth Management Manske Wealth Management | 38,569 | $1.32M | $1.92M | $601,022.84 | 45.65% |
| SL Steadtrust LLC Steadtrust LLC | 3,701 | $204,233 | $184,013.72 | -$20,219.28 | -9.9% |