| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 1,290 | $20,788.29 | $15,144.6 | -$5,643.69 | -27.15% |
Baer Investment Advisory LLC Baer Investment Advisory LLC | 42,054 | $455,865 | $496,237.2 | $40,372.2 | 8.86% |
| JCB John Ciaran Burns Universal-Beteiligungs- und Servicegesellschaft mbH | 21,487 | $771,066.32 | $246,026.15 | -$525,040.17 | -68.09% |
Ameriflex Group Inc. Ameriflex Group Inc. | 3,301 | $42,942.9 | $38,753.74 | -$4,189.16 | -9.76% |
Kevin Painter LeConte Wealth Management LLC | 18,637 | $202,025 | $218,798.38 | $16,773.38 | 8.3% |
Birchbrook Inc. Birchbrook Inc. | 60 | $651 | $704.4 | $53.4 | 8.2% |
Erik Bonnett Tripletail Wealth Management LLC | 850 | $17,926.88 | $9,962 | -$7,964.88 | -44.43% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 200 | $2,834 | $2,246 | -$588 | -20.75% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 2,675 | $94,662.75 | $31,404.5 | -$63,258.25 | -66.82% |