| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 3,899 | $445,356.56 | $528,178.03 | $82,821.47 | 18.6% |
Virtue Asset Management LLC Virtue Asset Management LLC | 1,764 | $216,513 | $239,498.28 | $22,985.28 | 10.62% |
Manske Wealth Management Manske Wealth Management | 8,546 | $789,849.09 | $1.16M | $367,834.8 | 46.57% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 100 | $11,100 | $13,547 | $2,447 | 22.05% |
| KCS Kepler Cheuvreux (Suisse) SA Kepler Cheuvreux (Suisse) SA | 130,328 | $16.79M | $16.95M | $158,346.94 | 0.94% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 36 | $5,017 | $4,876.74 | -$140.26 | -2.8% |