| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KFP Kerr Financial Planning Corp Kerr Financial Planning Corp | 100 | $9,482 | $10,413 | $931.5 | 9.82% |
| SB Sarah Byrd Alpha Advisors LLC/VA | 24,352 | $1.84M | $2.54M | $693,791.36 | 37.66% |
| AW Adam Weisner Sherman Porfolios LLC | 169,809 | $15.65M | $17.68M | $2.04M | 13.02% |
| WMA William Mack & Associates Inc. William Mack & Associates Inc. | 2,387 | $195,151.97 | $248,558.31 | $53,418.28 | 27.37% |