| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bernard Wealth Management Corp Bernard Wealth Management Corp | 100 | $6,634 | $7,098 | $464 | 6.99% |
| RFL Rossby Financial LLC Rossby Financial LLC | 26 | $1,379.86 | $1,845.48 | $465.62 | 33.74% |
| AFL AGP Franklin LLC AGP Franklin LLC | 5,696 | $346,374 | $404,302.08 | $57,928.08 | 16.72% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 26 | $1,725 | $1,845.48 | $120.48 | 6.98% |
| RT Richard Tomes Total Wealth Planning & Management Inc. | 5,700 | $374,154.59 | $404,586 | $30,431.41 | 8.13% |
Binnacle Investments Inc. Binnacle Investments Inc. | 263 | $14,450.86 | $18,667.74 | $4,216.88 | 29.18% |
Adam Hoffmann CCM Investment Group LLC | 6,028 | $376,232.01 | $427,867.44 | $51,635.43 | 13.72% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 3 | $183 | $212.94 | $29.94 | 16.36% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 7,477 | $450,626.01 | $530,717.46 | $80,091.45 | 17.77% |