| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 295 | $44,699 | $43,804.55 | -$894.45 | -2% |
| UFP United Financial Planning Group LLC United Financial Planning Group LLC | 17 | $2,572 | $2,524.33 | -$47.67 | -1.85% |
| PAW Plan A Wealth LLC Plan A Wealth LLC | 2,484 | $333,647.2 | $368,849.16 | $35,201.96 | 10.55% |
| JB Jon Borer Capitolis Liquid Global Markets LLC | 63,000 | $9.8M | $9.35M | -$440,370 | -4.5% |
| KFP Kerr Financial Planning Corp Kerr Financial Planning Corp | 52 | $7,808.35 | $7,721.48 | -$86.87 | -1.11% |
| PWA Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 9 | $1,399 | $1,336.41 | -$62.59 | -4.47% |