| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 495 | $14,360 | $14,320.35 | -$39.65 | -0.28% |
Blalock Williams LLC Blalock Williams LLC | 25,005 | $732,396.3 | $723,394.65 | -$9,001.65 | -1.23% |
Aventus Investment Advisors Inc. Aventus Investment Advisors Inc. | 687 | $20,121.94 | $19,888.65 | -$233.29 | -1.16% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 11,556 | $338,822.16 | $334,546.2 | -$4,275.96 | -1.26% |