| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 20,209 | $2.82M | $3.65M | $831,528.54 | 29.47% |
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 1,839 | $300,233.39 | $332,472.79 | $32,239.4 | 10.74% |
Michael Behner Nautilus Advisors LLC | 5,331 | $766,064.8 | $963,791.44 | $197,726.64 | 25.81% |
| BFG Birch Financial Group LLC Birch Financial Group LLC | 2,638 | $430,030.22 | $476,923.99 | $46,893.77 | 10.9% |
Matthew Jenkins GatePass Capital LLC | 97,242 | $14.36M | $17.58M | $3.22M | 22.39% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 366 | $59,464.67 | $66,169.14 | $6,704.47 | 11.27% |
| KCS Kepler Cheuvreux (Suisse) SA Kepler Cheuvreux (Suisse) SA | 5,916 | $935,319.5 | $1.07M | $134,234.08 | 14.35% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 1 | $157 | $180.79 | $23.79 | 15.15% |