| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TI Todd Iglehart Family Legacy Financial Solutions LLC | 11,792 | $903,974 | $951,378.56 | $47,404.56 | 5.24% |
| JHB John H. Bai Credential Securities Inc. | 1,729 | $137,006.17 | $139,495.72 | $2,489.55 | 1.82% |
| CTC Caldwell Trust Co Caldwell Trust Co | 66 | $8,938.15 | $5,324.88 | -$3,613.27 | -40.42% |
| PWA Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 200 | $10,710 | $16,136 | $5,426 | 50.66% |
| BG Brent Garcia Broadwater Capital Management LLC | 79 | $8,839.38 | $6,373.72 | -$2,465.66 | -27.89% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 3,708 | $325,658.16 | $299,161.44 | -$26,496.72 | -8.14% |
| MWM Manske Wealth Management Manske Wealth Management | 3,842 | $334,235.45 | $309,972.56 | -$24,262.89 | -7.26% |
| PWA Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 6 | $321 | $484.08 | $163.08 | 50.8% |