| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BCM Boreal Capital Management LLC Boreal Capital Management LLC | 567 | $6,497 | $15,309 | $8,812 | 135.63% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 532 | $5,623 | $14,364 | $8,741 | 155.45% |
| PWA Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 1,290 | $11,405.21 | $34,830 | $23,424.79 | 205.39% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 240 | $6,916 | $6,480 | -$436 | -6.3% |
| UFP United Financial Planning Group LLC United Financial Planning Group LLC | 117 | $3,325.9 | $3,159 | -$166.9 | -5.02% |
| JB Jon Borer Capitolis Liquid Global Markets LLC | 1.19M | $32.85M | $32M | -$852,903.57 | -2.6% |
| DTR Darrell T. Roberts American Wealth Advisors LLC | 75 | $1,465 | $2,025 | $560 | 38.22% |
| KFP Kerr Financial Planning Corp Kerr Financial Planning Corp | 2 | $39.06 | $54 | $14.94 | 38.25% |
| AW Adam Weisner Sherman Porfolios LLC | 106,865 | $2.85M | $2.89M | $35,432.93 | 1.24% |
| PWA Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 135 | $3,707 | $3,645 | -$62 | -1.67% |