| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nicole Reese WPG Advisers LLC | 255 | $38,381.13 | $52,764.6 | $14,383.47 | 37.48% |
| AS Aryn Sands GK Wealth Management LLC | 518 | $113,675.1 | $105,796.33 | -$7,878.77 | -6.93% |
Warner Group LLC Warner Group LLC | 4,444 | $1M | $933,595.52 | -$69,396.3 | -6.92% |
Wisconsin Wealth Advisors LLC Wisconsin Wealth Advisors LLC | 3,831 | $557,902.52 | $787,423.74 | $229,521.22 | 41.14% |
James V. Thompson Jr. Bulwark Capital Corp | 607 | $114,504.13 | $125,047.58 | $10,543.45 | 9.21% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 272 | $56,990.92 | $56,755.52 | -$235.4 | -0.41% |
Jon Lewis Midwest Trust Co | 2,974 | $568,075 | $621,149.64 | $53,074.64 | 9.34% |
Caldwell Trust Co Caldwell Trust Co | 2,977 | $360,456.51 | $621,091.51 | $260,635 | 72.31% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 2,311 | $441,853.57 | $482,675.46 | $40,821.89 | 9.24% |
Base Wealth Management LLC Base Wealth Management LLC | 11,110 | $2.47M | $2.28M | -$187,340.64 | -7.59% |
Basepoint Wealth LLC Basepoint Wealth LLC | 201 | $43,445.83 | $42,025.08 | -$1,420.75 | -3.27% |
Blalock Williams LLC Blalock Williams LLC | 1,127 | $273,207 | $237,695.57 | -$35,511.43 | -13% |
Steve Erken Maxele Advisors LLC | 13,310 | $1.63M | $2.74M | $1.11M | 68.19% |