| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David W. Young III Clarion Wealth Managment Partners LLC | 5,427 | $617,311.99 | $584,569.3 | -$32,742.69 | -5.3% |
Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 180 | $18,443 | $19,458.9 | $1,015.9 | 5.51% |
Basepoint Wealth LLC Basepoint Wealth LLC | 67 | $7,161 | $7,211.21 | $50.21 | 0.7% |
Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 3,260 | $345,781.18 | $352,797.2 | $7,016.02 | 2.03% |