| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BFG Birch Financial Group LLC Birch Financial Group LLC | 11,379 | $554,387.54 | $668,971.41 | $114,583.87 | 20.67% |
Todd Arthur Gomes Sonoma Allocations LLC | 8,063 | $400,017.85 | $464,751.32 | $64,733.47 | 16.18% |
Jon Borer Capitolis Liquid Global Markets LLC | 117,083 | $6.56M | $6.88M | $319,421.27 | 4.87% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 247 | $12,130.09 | $14,489.02 | $2,358.93 | 19.45% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 55 | $3,358 | $3,181.2 | -$176.8 | -5.27% |