| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 26,770 | $2.01M | $2.47M | $464,458.7 | 23.15% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 31 | $2,423 | $2,977.24 | $554.24 | 22.87% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 7,927 | $559,883.6 | $761,507.25 | $201,623.65 | 36.01% |
Manske Wealth Management Manske Wealth Management | 5,693 | $335,272.74 | $546,898.04 | $211,625.3 | 63.12% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 10 | $818 | $960.65 | $142.65 | 17.44% |