| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 111 | $11,193.79 | $12,026.85 | $833.06 | 7.44% |
Thomas George Efthimiou Meadowbrook Wealth Management LLC | 2,800 | $312,032 | $303,380 | -$8,652 | -2.77% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 8,840 | $1.04M | $957,814 | -$83,437.61 | -8.01% |
Manske Wealth Management Manske Wealth Management | 4,648 | $606,449.08 | $503,610.8 | -$102,838.28 | -16.96% |
Wallace Jones WJ Financial Advisors LLC | 16,785 | $1.78M | $1.82M | $37,975.84 | 2.13% |
Adam Weisner Sherman Porfolios LLC | 52,854 | $5.28M | $5.73M | $451,155.99 | 8.55% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 5 | $482 | $541.75 | $59.75 | 12.4% |