| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 67 | $7,161 | $7,886.57 | $725.57 | 10.13% |
United Financial Planning Group LLC United Financial Planning Group LLC | 25 | $2,672 | $2,944.25 | $272.25 | 10.19% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 3,067 | $322,372.23 | $361,093.24 | $38,721.01 | 12.01% |
| KCS Kepler Cheuvreux (Suisse) SA Kepler Cheuvreux (Suisse) SA | 17,280 | $1.77M | $1.98M | $210,816.2 | 11.91% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 10 | $1,069 | $1,177.35 | $108.35 | 10.14% |