| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Shuttleworth & Co Shuttleworth & Co | 8,734 | $2.9M | $2.96M | $67,061.37 | 2.32% |
David K. Gilmore Equity Wealth Partners LLC | 1,392 | $458,917.34 | $478,202.11 | $19,284.77 | 4.2% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 4,801 | $1.6M | $1.63M | $33,526.36 | 2.1% |
Steadtrust LLC Steadtrust LLC | 615 | $232,316 | $208,377.37 | -$23,938.63 | -10.3% |
Eric C. Jansen Finivi Inc. | 17,998 | $2.34M | $6.2M | $3.86M | 164.96% |
William F. Blake PMG Family Office LLC | 1,612 | $548,617.93 | $555,366.24 | $6,748.31 | 1.23% |