| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 113 | $64,900.1 | $59,861.18 | -$5,038.92 | -7.76% |
United Financial Planning Group LLC United Financial Planning Group LLC | 41 | $25,954.9 | $21,719.54 | -$4,235.36 | -16.32% |
| SWM Steinberganna Wealth Management Steinberganna Wealth Management | 1,570 | $956,432.85 | $831,699.65 | -$124,733.2 | -13.04% |
| BML Berman McAleer LLC Berman McAleer LLC | 1,454 | $884,599.09 | $771,957.68 | -$112,641.41 | -12.73% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 1,430 | $869,990.81 | $759,215.6 | -$110,775.21 | -12.73% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 54 | $32,868.12 | $28,669.68 | -$4,198.44 | -12.77% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 5 | $3,411 | $2,561.45 | -$849.55 | -24.91% |