| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 7 | $659 | $662.06 | $3.06 | 0.46% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 91 | $6,466 | $9,453.08 | $2,987.08 | 46.2% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 15,400 | $1.14M | $1.6M | $463,493.27 | 40.79% |
Thomas J. Hayes Great Hill Capital LLC | 134,156 | $10.57M | $12.69M | $2.12M | 20.01% |