| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 691 | $20,537 | $19,023.23 | -$1,513.77 | -7.37% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 10,253 | $255,607 | $280,317.02 | $24,710.02 | 9.67% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 61 | $1,605 | $1,679.94 | $74.94 | 4.67% |