| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 300 | $2,439 | $3,429 | $990 | 40.59% |
| CTC Caldwell Trust Co Caldwell Trust Co | 1,160 | $15,312 | $13,258.8 | -$2,053.2 | -13.41% |
| MB Michael Behner Nautilus Advisors LLC | 17,188 | $181,508.41 | $196,458.84 | $14,950.43 | 8.24% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 894 | $11,808 | $10,218.42 | -$1,589.58 | -13.46% |
| SWM Steinberganna Wealth Management Steinberganna Wealth Management | 44,773 | $677,720.05 | $511,755.39 | -$165,964.66 | -24.49% |