| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Steve Erken Maxele Advisors LLC | 7,027 | $1.57M | $2.02M | $455,627.97 | 29.1% |
| PWA Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 61 | $15,137 | $17,546.65 | $2,409.95 | 15.92% |
Eric C. Jansen Finivi Inc. | 1,071 | $220,055.41 | $308,073.15 | $88,023.09 | 40% |