| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KGL Kilter Group LLC Kilter Group LLC | 1 | $256 | $299.6 | $43.6 | 17.03% |
| EPI Evelyn Partners Investment Management Services Ltd. Evelyn Partners Investment Management Services Ltd. | 2,215 | $560,705.1 | $663,614 | $102,908.9 | 18.35% |
| MAF MJT & Associates Financial Advisory Group Inc. MJT & Associates Financial Advisory Group Inc. | 4 | $1,024 | $1,198.4 | $174.4 | 17.03% |
Nicole Reese WPG Advisers LLC | 9 | $2,246.93 | $2,696.4 | $449.47 | 20% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 5 | $1,271.2 | $1,498 | $226.8 | 17.84% |
Justin Boggs Optima Capital LLC | 7 | $2,355 | $2,097.2 | -$257.8 | -10.95% |
Boreal Capital Management LLC Boreal Capital Management LLC | 12 | $3,069 | $3,595.2 | $526.2 | 17.15% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 11,925 | $2.24M | $3.57M | $1.34M | 59.75% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 3,936 | $590,392.99 | $1.18M | $588,832.61 | 99.74% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 1 | $304 | $299.6 | -$4.4 | -1.45% |