| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JB Justin Boggs Optima Capital LLC | 7 | $2,355 | $2,023.21 | -$331.79 | -14.09% |
| BCM Boreal Capital Management LLC Boreal Capital Management LLC | 12 | $3,069 | $3,468.36 | $399.36 | 13.01% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 11,925 | $2.24M | $3.45M | $1.21M | 54.11% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 3,936 | $590,392.99 | $1.14M | $547,229.09 | 92.69% |
| PWA Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 1 | $304 | $289.03 | -$14.97 | -4.92% |