| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 13,779 | $451,913.83 | $487,569.91 | $35,656.08 | 7.89% |
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 8,353 | $267,974.71 | $297,575.62 | $29,600.91 | 11.05% |
Basepoint Wealth LLC Basepoint Wealth LLC | 700 | $24,686 | $24,878 | $192 | 0.78% |