| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Behner Nautilus Advisors LLC | 381 | $194,047.11 | $198,981.06 | $4,933.95 | 2.54% |
Brent Garcia Broadwater Capital Management LLC | 1,870 | $875,422.12 | $972,979.7 | $97,557.58 | 11.14% |
Bonnie Courtney Cambridge Financial Group LLC | 508 | $293,869.46 | $264,317.48 | -$29,551.98 | -10.06% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 84 | $48,272.22 | $43,774.92 | -$4,497.3 | -9.32% |
United Financial Planning Group LLC United Financial Planning Group LLC | 42 | $26,459.74 | $21,889.56 | -$4,570.18 | -17.27% |
| SWM Steinberganna Wealth Management Steinberganna Wealth Management | 1,570 | $956,432.85 | $818,252.6 | -$138,180.25 | -14.45% |
| BML Berman McAleer LLC Berman McAleer LLC | 1,454 | $884,599.09 | $757,686.64 | -$126,912.45 | -14.35% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 1,430 | $869,990.81 | $744,543.8 | -$125,447.01 | -14.42% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 54 | $32,868.12 | $28,139.67 | -$4,728.45 | -14.39% |