| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 825 | $49,623 | $59,136 | $9,513 | 19.17% |
| UFP United Financial Planning Group LLC United Financial Planning Group LLC | 147 | $8,836 | $10,536.96 | $1,700.96 | 19.25% |
| AIG Abbington Investment Group Abbington Investment Group | 3,447 | $218,438.32 | $247,080.96 | $28,642.64 | 13.11% |
| SWM Steinberganna Wealth Management Steinberganna Wealth Management | 2,797 | $203,537 | $200,488.96 | -$3,048.04 | -1.5% |
Jon Borer Capitolis Liquid Global Markets LLC | 65,800 | $4.79M | $4.72M | -$73,696 | -1.54% |
| MWM Manske Wealth Management Manske Wealth Management | 3,390 | $185,219.59 | $242,927.4 | $57,707.81 | 31.16% |
Wallace Jones WJ Financial Advisors LLC | 10,363 | $656,495.75 | $742,612.58 | $86,116.83 | 13.12% |
| KFP Kerr Financial Planning Corp Kerr Financial Planning Corp | 218 | $13,180.31 | $15,621.88 | $2,441.57 | 18.52% |
| PWA Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 25 | $1,820 | $1,792 | -$28 | -1.54% |
| SL Steadtrust LLC Steadtrust LLC | 49,750 | $3.12M | $3.57M | $440,272.08 | 14.09% |