| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Thomas George Efthimiou Meadowbrook Wealth Management LLC | 3,395 | $697,378.87 | $756,134.4 | $58,755.53 | 8.43% |
Jon Borer Capitolis Liquid Global Markets LLC | 29,215 | $6.33M | $6.51M | $174,926.26 | 2.76% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 2,019 | $429,712.88 | $449,671.68 | $19,958.8 | 4.64% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 54 | $11,654.82 | $12,026.88 | $372.06 | 3.19% |
Gassan Kassira Kassira Wealth Management LLC | 9,561 | $1.93M | $2.13M | $203,615.89 | 10.57% |
Thomas J. Hayes Great Hill Capital LLC | 19,615 | $4.23M | $4.37M | $135,146.99 | 3.19% |
Adam Weisner Sherman Porfolios LLC | 6,060 | $1.31M | $1.35M | $38,527.16 | 2.94% |
Steve Erken Maxele Advisors LLC | 926 | $201,091 | $206,238.72 | $5,147.72 | 2.56% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 12 | $2,388 | $2,657.52 | $269.52 | 11.29% |
Eric C. Jansen Finivi Inc. | 2,803 | $557,881 | $624,284.16 | $66,403.16 | 11.9% |