| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Behner Nautilus Advisors LLC | 8,506 | $544,667.08 | $584,277.14 | $39,610.06 | 7.27% |
Brent Garcia Broadwater Capital Management LLC | 3,769 | $216,528.76 | $258,892.61 | $42,363.85 | 19.56% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 6,451 | $323,539.37 | $443,119.19 | $119,579.82 | 36.96% |
United Financial Planning Group LLC United Financial Planning Group LLC | 79 | $4,448 | $5,426.51 | $978.51 | 22% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 4,448 | $263,691.31 | $305,533.12 | $41,841.81 | 15.87% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 404 | $24,122.21 | $27,750.76 | $3,628.55 | 15.04% |
Jesper Lorenzen Danica Pension Livsforsikringsaktieselskab | 149,173 | $8.4M | $10.25M | $1.85M | 21.99% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 30 | $1,689 | $2,060.7 | $371.7 | 22.01% |