| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 4,033 | $453,713 | $509,408.23 | $55,695.23 | 12.27% |
| SC Shuttleworth & Co Shuttleworth & Co | 3,010 | $338,625 | $380,193.1 | $41,568.1 | 12.28% |
| PWA Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 150 | $19,662 | $18,946.5 | -$715.5 | -3.64% |
| SL Steadtrust LLC Steadtrust LLC | 4,500 | $506,250 | $568,395 | $62,145 | 12.28% |
| WFB William F. Blake PMG Family Office LLC | 1,603 | $210,121 | $202,474.93 | -$7,646.07 | -3.64% |