| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HIA HFM Investment Advisors LLC HFM Investment Advisors LLC | 4 | $230.75 | $273.44 | $42.69 | 18.5% |
| TR Tyler Rudek Heritage Wealth Architects Inc. | 16,860 | $690,738.25 | $1.15M | $461,811.35 | 66.86% |
| BI Birchbrook Inc. Birchbrook Inc. | 45 | $4,094.61 | $3,076.2 | -$1,018.41 | -24.87% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 92 | $5,830 | $6,289.12 | $459.12 | 7.87% |