| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 425,308 | $24.16M | $26.81M | $2.64M | 10.94% |
Tribridge Partners Financial LLC Tribridge Partners Financial LLC | 10,055 | $564,644.63 | $633,917.47 | $69,272.84 | 12.27% |
Basepoint Wealth LLC Basepoint Wealth LLC | 1,684 | $95,752.27 | $106,150.94 | $10,398.67 | 10.86% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 296 | $17,452.49 | $18,634.68 | $1,182.19 | 6.77% |