| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Blalock Williams LLC Blalock Williams LLC | 2,366 | $168,345.62 | $210,100.8 | $41,755.18 | 24.8% |
Formulate Financial LLC Formulate Financial LLC | 3,003 | $226,696 | $266,666.4 | $39,970.4 | 17.63% |
| PAW Plan A Wealth LLC Plan A Wealth LLC | 7,274 | $533,631.53 | $645,931.2 | $112,299.67 | 21.04% |
| BML Berman McAleer LLC Berman McAleer LLC | 5,563 | $420,928.77 | $493,994.4 | $73,065.63 | 17.36% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 31,229 | $2.36M | $2.77M | $415,658.36 | 17.63% |
Virtue Asset Management LLC Virtue Asset Management LLC | 16,813 | $1.27M | $1.49M | $221,268.75 | 17.4% |
Wallace Jones WJ Financial Advisors LLC | 3,295 | $248,844.26 | $292,596 | $43,751.74 | 17.58% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 943 | $71,283.48 | $83,738.4 | $12,454.92 | 17.47% |
Jesper Lorenzen Danica Pension Livsforsikringsaktieselskab | 949,166 | $64.97M | $84.29M | $19.32M | 29.73% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 400 | $37,178 | $35,520 | -$1,658 | -4.46% |
Eric C. Jansen Finivi Inc. | 33,603 | $2.77M | $2.98M | $209,214.49 | 7.54% |