| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 10,860 | $1.34M | $1.52M | $175,257 | 13.07% |
| DWY David W. Young III Clarion Wealth Managment Partners LLC | 15,191 | $1.34M | $2.12M | $778,009.05 | 57.91% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 19,830 | $701,597.46 | $2.77M | $2.07M | 294.71% |
| PWA Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 5 | $706 | $698.25 | -$7.75 | -1.1% |