| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PWA Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 38 | $149 | $379.24 | $230.43 | 154.65% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 1,479 | $11,491 | $14,760.42 | $3,276.82 | 28.52% |
| UFP United Financial Planning Group LLC United Financial Planning Group LLC | 21 | $146.38 | $209.58 | $63.3 | 43.25% |
Jon Borer Capitolis Liquid Global Markets LLC | 250,000 | $1.74M | $2.5M | $758,750 | 43.67% |