| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bonnie Courtney Cambridge Financial Group LLC | 16,294 | $1.09M | $1.54M | $443,643.01 | 40.65% |
Basepoint Wealth LLC Basepoint Wealth LLC | 46 | $3,927.15 | $4,299.16 | $372.01 | 9.47% |
United Financial Planning Group LLC United Financial Planning Group LLC | 436 | $36,631.76 | $40,702.78 | $4,071.02 | 11.11% |
Invested Advisors Invested Advisors | 2,578 | $215,477.4 | $242,886.27 | $27,408.87 | 12.72% |
Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 12,810 | $1.08M | $1.2M | $117,108.8 | 10.8% |
William Mack & Associates Inc. William Mack & Associates Inc. | 6,327 | $603,849 | $593,220.15 | -$10,628.85 | -1.76% |
David K. Gilmore Equity Wealth Partners LLC | 8,295 | $791,675 | $778,236.9 | -$13,438.1 | -1.7% |