| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David R. Hess Wealth Management Associates Inc. | 4,575 | $214,840.3 | $281,705.62 | $66,865.32 | 31.12% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 924 | $48,649.54 | $56,895.3 | $8,245.76 | 16.95% |
| CTC Caldwell Trust Co Caldwell Trust Co | 36 | $1,666 | $2,214.9 | $548.9 | 32.95% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 2,141 | $117,903.84 | $131,789.25 | $13,885.41 | 11.78% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 34 | $1,954 | $2,091.85 | $137.85 | 7.05% |