| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| GWM Gibbs Wealth Management Gibbs Wealth Management | 8,391 | $870,331.16 | $1.3M | $429,602.56 | 49.36% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 375 | $38,323.47 | $58,095 | $19,771.53 | 51.59% |
Steadtrust LLC Steadtrust LLC | 2,423 | $239,005 | $375,371.16 | $136,366.16 | 57.06% |