| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WWL Winnow Wealth LLC Winnow Wealth LLC | 5 | $425 | $457.05 | $32.07 | 7.55% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 255 | $22,255 | $23,309.55 | $1,055.82 | 4.74% |
| PWA Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 5 | $438 | $457.05 | $19.07 | 4.35% |