| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 60 | $5,481 | $8,269.2 | $2,788.2 | 50.87% |
Brent Garcia Broadwater Capital Management LLC | 32 | $3,343 | $4,410.24 | $1,067.24 | 31.92% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 1,213 | $166,136.1 | $167,539.56 | $1,403.46 | 0.84% |
United Financial Planning Group LLC United Financial Planning Group LLC | 66 | $9,038 | $9,096.12 | $58.12 | 0.64% |
Invested Advisors Invested Advisors | 3,252 | $453,871.72 | $448,190.64 | -$5,681.08 | -1.25% |
| BML Berman McAleer LLC Berman McAleer LLC | 3,649 | $519,654 | $512,064.17 | -$7,589.83 | -1.46% |
Darrell T. Roberts American Wealth Advisors LLC | 12,983 | $1.85M | $1.79M | -$59,587.82 | -3.22% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 733 | $99,845.35 | $101,241.96 | $1,396.61 | 1.4% |