| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rexford Capital Inc. Rexford Capital Inc. | 389 | $30,628.67 | $36,729.38 | $6,100.71 | 19.92% |
Basepoint Wealth LLC Basepoint Wealth LLC | 19,393 | $1.52M | $1.82M | $307,491.6 | 20.26% |
United Financial Planning Group LLC United Financial Planning Group LLC | 135 | $10,853 | $12,694.05 | $1,841.05 | 16.96% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 3,852 | $317,603.2 | $379,460.52 | $61,857.32 | 19.48% |