| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Basepoint Wealth LLC Basepoint Wealth LLC | 787 | $63,145.5 | $70,798.52 | $7,653.02 | 12.12% |
Invested Advisors Invested Advisors | 21,724 | $1.71M | $1.97M | $264,911.66 | 15.53% |
Plan A Wealth LLC Plan A Wealth LLC | 3,571 | $246,187.4 | $323,389.76 | $77,202.36 | 31.36% |
Kristy Michelle Afraimi BAM Wealth Management LLC | 6,773 | $595,212 | $615,259.32 | $20,047.32 | 3.37% |
Manske Wealth Management Manske Wealth Management | 7,320 | $587,210.84 | $662,423.4 | $75,212.56 | 12.81% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 175 | $13,457.24 | $15,713.98 | $2,256.74 | 16.77% |
William Mack & Associates Inc. William Mack & Associates Inc. | 9,423 | $723,902.56 | $856,644.93 | $132,742.37 | 18.34% |
Shuttleworth & Co Shuttleworth & Co | 58,247 | $4.68M | $5.28M | $600,381.84 | 12.84% |