| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Molly Wheeler Burk Holdings LLC | 10 | $2,668 | $2,822.1 | $154.1 | 5.78% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 22 | $5,045 | $5,983.78 | $938.78 | 18.61% |
| CTC Caldwell Trust Co Caldwell Trust Co | 87 | $18,757.98 | $24,506.16 | $5,748.18 | 30.64% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 2,954 | $748,315.97 | $803,458.43 | $55,142.46 | 7.37% |
| RCI Rexford Capital Inc. Rexford Capital Inc. | 745 | $195,570 | $210,246.44 | $14,676.44 | 7.5% |
| BFS Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 130 | $32,615 | $36,687.3 | $4,072.3 | 12.49% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 206 | $51,845.05 | $58,026.08 | $6,181.03 | 11.92% |
| MRC Munich Reinsurance Co Stock Corp in Munich Munich Reinsurance Co Stock Corp in Munich | 13,816 | $3.69M | $3.9M | $212,766.22 | 5.77% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 1,954 | $521,347 | $550,461.34 | $29,114.34 | 5.58% |