| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PWA Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 1,677 | $1.28M | $1.61M | $326,581.86 | 25.46% |
| SL Steadtrust LLC Steadtrust LLC | 314 | $205,232.39 | $301,273.58 | $96,041.19 | 46.8% |