| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Maseco LLP Maseco LLP | 12,330 | $1.74M | $1.96M | $212,455.06 | 12.18% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 6,847 | $804,478.88 | $1.09M | $282,482.37 | 35.11% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 112 | $15,702 | $17,780 | $2,078 | 13.23% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 4,740 | $477,795.74 | $752,475 | $274,679.26 | 57.49% |
Jim Cullen Midwestern Financial LLC /IA | 2,792 | $359,030.17 | $443,048.52 | $84,018.35 | 23.4% |
Aventus Investment Advisors Inc. Aventus Investment Advisors Inc. | 1 | $157 | $160.69 | $3.69 | 2.35% |
Jon Borer Capitolis Liquid Global Markets LLC | 211,200 | $29.22M | $33.53M | $4.3M | 14.73% |
William Mack & Associates Inc. William Mack & Associates Inc. | 1,894 | $297,302 | $301,458.51 | $4,156.51 | 1.4% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 119,307 | $16.55M | $18.93M | $2.39M | 14.42% |