| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sarah H. Schmidt Summit Wealth Group LLC / CO | 28,262 | $1.97M | $2.29M | $315,379.44 | 15.97% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 2,131 | $111,856 | $172,674.93 | $60,818.93 | 54.37% |
Bonnie Courtney Cambridge Financial Group LLC | 36,145 | $2.21M | $2.93M | $715,990.57 | 32.36% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 3,210 | $219,771 | $267,986.85 | $48,215.85 | 21.94% |
Virtue Asset Management LLC Virtue Asset Management LLC | 18,657 | $1.28M | $1.51M | $234,518.69 | 18.36% |
Sarah Byrd Alpha Advisors LLC/VA | 26,288 | $2.16M | $2.2M | $38,500.28 | 1.78% |
Adam Weisner Sherman Porfolios LLC | 79,900 | $5.58M | $6.7M | $1.12M | 20.03% |