| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 23 | $23,596 | $32,083.62 | $8,487.62 | 35.97% |
United Financial Planning Group LLC United Financial Planning Group LLC | 7 | $7,636 | $9,746.87 | $2,110.87 | 27.64% |
Jon Borer Capitolis Liquid Global Markets LLC | 1,000 | $1.09M | $1.39M | $303,139.95 | 27.79% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 70 | $64,969.72 | $97,645.8 | $32,676.08 | 50.29% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 1 | $1,091 | $1,393.95 | $302.95 | 27.77% |