| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SWM Stonebridge Wealth Management LLC Stonebridge Wealth Management LLC | 4,327 | $384,772.94 | $498,556.94 | $113,784 | 29.57% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 1,550 | $146,143.24 | $182,032 | $35,888.76 | 24.56% |
David K. Gilmore Equity Wealth Partners LLC | 7,222 | $681,052.82 | $832,118.84 | $151,066.02 | 22.18% |