| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sarah Byrd Alpha Advisors LLC/VA | 15,804 | $3.97M | $6.45M | $2.48M | 62.39% |
Gassan Kassira Kassira Wealth Management LLC | 5,241 | $1.86M | $2.14M | $272,656.79 | 14.62% |
Adam Weisner Sherman Porfolios LLC | 67,112 | $16.58M | $27.37M | $10.79M | 65.11% |
Steve Erken Maxele Advisors LLC | 8,071 | $1.77M | $3.29M | $1.52M | 85.83% |
| WMA William Mack & Associates Inc. William Mack & Associates Inc. | 655 | $201,035.56 | $267,148.3 | $66,112.74 | 32.89% |
| SC Shuttleworth & Co Shuttleworth & Co | 6,409 | $2.28M | $2.61M | $335,767.68 | 14.74% |
| PWA Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 14 | $6,178 | $5,710.04 | -$467.96 | -7.57% |
Eric C. Jansen Finivi Inc. | 3,730 | $805,310.37 | $1.52M | $716,007.43 | 88.91% |