| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RT Richard Tomes Total Wealth Planning & Management Inc. | 27,395 | $230,325.24 | $273,950 | $43,624.76 | 18.94% |
| RAL Ransom Advisory Ltd. Ransom Advisory Ltd. | 1,000 | $13,200 | $10,000 | -$3,200 | -24.24% |
Nicole Reese WPG Advisers LLC | 15 | $242.07 | $150 | -$92.07 | -38.03% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 5,000 | $40,650 | $47,850 | $7,200 | 17.71% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 300 | $2,439 | $3,000 | $561 | 23% |
| CTC Caldwell Trust Co Caldwell Trust Co | 1,160 | $15,312 | $11,205.6 | -$4,106.4 | -26.82% |
Michael Behner Nautilus Advisors LLC | 17,188 | $181,508.41 | $164,489.16 | -$17,019.25 | -9.38% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 894 | $11,808 | $8,779.08 | -$3,028.92 | -25.65% |
| SWM Steinberganna Wealth Management Steinberganna Wealth Management | 44,773 | $677,720.05 | $435,193.56 | -$242,526.49 | -35.79% |