| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 12,325 | $1.09M | $1.2M | $109,848.03 | 10.08% |
Brian Mann Mann Financial Group Inc. | 243,905 | $22.08M | $23.74M | $1.66M | 7.54% |
| BML Berman McAleer LLC Berman McAleer LLC | 162,376 | $14.18M | $15.81M | $1.63M | 11.5% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 19,329 | $1.69M | $1.88M | $187,752.02 | 11.08% |
Darrell T. Roberts American Wealth Advisors LLC | 900 | $78,734.09 | $87,615 | $8,880.91 | 11.28% |
| KFP Kerr Financial Planning Corp Kerr Financial Planning Corp | 2,421 | $215,539.23 | $235,684.35 | $20,145.12 | 9.35% |
| PWA Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 25 | $2,263 | $2,433.75 | $170.75 | 7.54% |