| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BFS Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 292 | $90,591 | $106,942.08 | $16,351.08 | 18.05% |
| TGI Torrey Growth & Income Advisors Torrey Growth & Income Advisors | 3,835 | $998,787.77 | $1.4M | $405,742.59 | 40.62% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 91 | $28,430.27 | $33,327.84 | $4,897.57 | 17.23% |
United Financial Planning Group LLC United Financial Planning Group LLC | 16 | $5,215.94 | $5,859.84 | $643.9 | 12.34% |
Invested Advisors Invested Advisors | 801 | $208,662.24 | $293,358.23 | $84,695.99 | 40.59% |
Jon Borer Capitolis Liquid Global Markets LLC | 30,000 | $9.81M | $10.99M | $1.18M | 11.98% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 2,563 | $675,715.55 | $938,673.09 | $262,957.54 | 38.92% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 50 | $13,022 | $18,312 | $5,290 | 40.62% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 495 | $161,900 | $181,288.8 | $19,388.8 | 11.98% |