| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EPI Evelyn Partners Investment Management LLP Evelyn Partners Investment Management LLP | 3,470 | $79,602 | $103,267.2 | $23,665.2 | 29.73% |
Patricia Frisch ANB Bank | 12,324 | $283,218.59 | $366,762.24 | $83,543.65 | 29.5% |
David R. Hess Wealth Management Associates Inc. | 18,960 | $498,079.49 | $563,396.4 | $65,316.91 | 13.11% |
Nicole Reese WPG Advisers LLC | 396 | $7,802.54 | $11,765.16 | $3,962.62 | 50.79% |
| QFW QTR Family Wealth LLC QTR Family Wealth LLC | 11,126 | $275,035 | $331,109.76 | $56,074.76 | 20.39% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 32 | $539.12 | $950.72 | $411.6 | 76.35% |
| CTC Caldwell Trust Co Caldwell Trust Co | 3,470 | $61,899.93 | $102,850.8 | $40,950.87 | 66.16% |
Chan Yu Eleanor Pinpoint Asset Management (Singapore) Pte. Ltd. | 3,992 | $96,966 | $118,622.28 | $21,656.28 | 22.33% |
Todd Arthur Gomes Sonoma Allocations LLC | 447,018 | $11.8M | $13.27M | $1.47M | 12.49% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 20 | $486 | $592.8 | $106.8 | 21.98% |