| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 513 | $76,312 | $84,665.52 | $8,356.08 | 10.95% |
| SWM Steinberganna Wealth Management Steinberganna Wealth Management | 263,005 | $38.31M | $43.41M | $5.1M | 13.3% |
| AIA Aventus Investment Advisors Inc. Aventus Investment Advisors Inc. | 532 | $77,486 | $87,801.28 | $10,317.94 | 13.32% |
| FFL Formulate Financial LLC Formulate Financial LLC | 27,761 | $4.03M | $4.58M | $550,728.51 | 13.66% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 2,683 | $397,124.36 | $442,802.32 | $45,691.37 | 11.51% |
| BML Berman McAleer LLC Berman McAleer LLC | 12,807 | $1.86M | $2.11M | $248,938.97 | 13.35% |
| DTR Darrell T. Roberts American Wealth Advisors LLC | 297 | $43,287.77 | $49,016.88 | $5,730.6 | 13.24% |
| KFP Kerr Financial Planning Corp Kerr Financial Planning Corp | 5,893 | $859,345.73 | $972,580.72 | $113,264.45 | 13.18% |