| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 7,758 | $716,933.23 | $1.07M | $351,382.16 | 49.01% |
Todd Arthur Gomes Sonoma Allocations LLC | 26,091 | $3.18M | $3.7M | $521,857.28 | 16.4% |
Basepoint Wealth LLC Basepoint Wealth LLC | 20 | $3,308 | $2,759.2 | -$548.8 | -16.59% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 853 | $99,862.87 | $117,321.62 | $17,458.75 | 17.48% |