| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BFS Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 39 | $5,558 | $6,989.58 | $1,431.58 | 25.76% |
| TGI Torrey Growth & Income Advisors Torrey Growth & Income Advisors | 2,100 | $343,140 | $376,362 | $33,222 | 9.68% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 8 | $1,140 | $1,435.28 | $295.28 | 25.9% |
United Financial Planning Group LLC United Financial Planning Group LLC | 27 | $4,118 | $4,838.94 | $720.94 | 17.51% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 250 | $40,850 | $44,852.5 | $4,002.5 | 9.8% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 13 | $1,983 | $2,332.39 | $349.39 | 17.62% |