| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Riverchase Wealth Management LLC Riverchase Wealth Management LLC | 25,378 | $1.22M | $1.91M | $694,341.89 | 57.13% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 6,412 | $377,743.69 | $482,047.11 | $104,303.42 | 27.61% |
Binnacle Investments Inc. Binnacle Investments Inc. | 114 | $6,546 | $8,599.02 | $2,053.02 | 31.36% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 1,138 | $65,344 | $85,907.62 | $20,563.62 | 31.47% |
Molly Wheeler Burk Holdings LLC | 372 | $26,003 | $28,067.4 | $2,064.4 | 7.94% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 5 | $350 | $377.45 | $27.45 | 7.84% |