| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 576 | $81,431.28 | $99,797.76 | $18,366.48 | 22.55% |
United Financial Planning Group LLC United Financial Planning Group LLC | 52 | $7,358 | $8,994.96 | $1,636.96 | 22.25% |
| SWM Steinberganna Wealth Management Steinberganna Wealth Management | 2,057 | $291,114.12 | $355,819.86 | $64,705.74 | 22.23% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 3,118 | $444,372.11 | $540,224.68 | $95,852.57 | 21.57% |
Wallace Jones WJ Financial Advisors LLC | 1,468 | $212,458 | $254,345.68 | $41,887.68 | 19.72% |
David K. Gilmore Equity Wealth Partners LLC | 2,036 | $288,088.33 | $352,757.36 | $64,669.03 | 22.45% |