| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 10,038 | $2.06M | $2.28M | $217,623.62 | 10.56% |
Landon Marsh Scott Marsh Financial LLC | 12,884 | $2.33M | $2.92M | $593,007.16 | 25.43% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 4,917 | $855,043.48 | $1.12M | $261,066.35 | 30.53% |
Blalock Williams LLC Blalock Williams LLC | 2,895 | $521,399.28 | $657,136.05 | $135,736.77 | 26.03% |
| PAW Plan A Wealth LLC Plan A Wealth LLC | 4,421 | $792,651.98 | $1M | $210,870.81 | 26.6% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 1,371 | $260,225.87 | $311,203.29 | $50,977.42 | 19.59% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 84 | $16,322 | $19,067.16 | $2,745.16 | 16.82% |
| KCS Kepler Cheuvreux (Suisse) SA Kepler Cheuvreux (Suisse) SA | 21,695 | $4.08M | $4.92M | $845,888.05 | 20.74% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 2 | $429 | $453.98 | $24.98 | 5.82% |