| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nicole Reese WPG Advisers LLC | 242 | $42,971.41 | $50,457 | $7,485.59 | 17.42% |
| QFW QTR Family Wealth LLC QTR Family Wealth LLC | 2,056 | $343,079.01 | $422,384.64 | $79,305.63 | 23.12% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 5 | $830 | $1,027.2 | $197.2 | 23.76% |
Boreal Capital Management LLC Boreal Capital Management LLC | 115 | $19,107 | $23,806.15 | $4,699.15 | 24.59% |
| CTC Caldwell Trust Co Caldwell Trust Co | 150 | $6,195 | $30,816 | $24,621 | 397.43% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 16 | $1,564.25 | $3,287.04 | $1,722.79 | 110.14% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 65 | $10,944.74 | $13,514.8 | $2,570.06 | 23.48% |
David K. Gilmore Equity Wealth Partners LLC | 2,353 | $391,393.98 | $483,400.32 | $92,006.34 | 23.51% |