| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Molly Wheeler Burk Holdings LLC | 200 | $7,792 | $8,314 | $522 | 6.7% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 542 | $25,293.45 | $23,501.12 | -$1,792.33 | -7.09% |
Manske Wealth Management Manske Wealth Management | 11,048 | $552,770.1 | $459,154.88 | -$93,615.22 | -16.94% |