| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
HFM Investment Advisors LLC HFM Investment Advisors LLC | 5 | $1,271.2 | $1,775.15 | $503.95 | 39.64% |
Boreal Capital Management LLC Boreal Capital Management LLC | 12 | $3,069 | $4,260.36 | $1,191.36 | 38.82% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 4,800 | $1.19M | $1.7M | $514,176.03 | 43.21% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 2,749 | $404,654.25 | $996,182.62 | $591,528.37 | 146.18% |
United Financial Planning Group LLC United Financial Planning Group LLC | 18 | $5,478 | $6,621.48 | $1,143.48 | 20.87% |