| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PWA Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 1,041 | $132,092.49 | $394,528.59 | $262,436.1 | 198.68% |
| UFP United Financial Planning Group LLC United Financial Planning Group LLC | 2 | $456 | $757.98 | $301.98 | 66.22% |
| PWA Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 7 | $1,859 | $2,652.93 | $793.93 | 42.71% |
| SL Steadtrust LLC Steadtrust LLC | 9,130 | $1.99M | $3.46M | $1.47M | 73.45% |