| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| UFP United Financial Planning Group LLC United Financial Planning Group LLC | 25 | $2,365 | $2,977.75 | $612.75 | 25.91% |
| JB Jon Borer Capitolis Liquid Global Markets LLC | 216,250 | $22.45M | $25.75M | $3.3M | 14.7% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 3,289 | $320,591.98 | $391,588.34 | $70,996.36 | 22.14% |
| MWM Manske Wealth Management Manske Wealth Management | 4,409 | $435,521.15 | $524,935.54 | $89,414.39 | 20.53% |
| KFP Kerr Financial Planning Corp Kerr Financial Planning Corp | 1,334 | $164,114.84 | $158,826.04 | -$5,288.8 | -3.22% |
| AW Adam Weisner Sherman Porfolios LLC | 48,700 | $4.56M | $5.8M | $1.24M | 27.24% |
| PWA Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 1,316 | $173,712 | $156,748.76 | -$16,963.24 | -9.76% |
| SEG Stuart E. Greenfield Greenfield Seitz Capital Management LLC | 8,095 | $931,687.75 | $963,790.7 | $32,102.95 | 3.45% |