| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AW Adam Weisner Sherman Porfolios LLC | 59,943 | $4.84M | $4.42M | -$420,161.18 | -8.68% |
| PWA Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 29 | $2,184 | $2,138.46 | -$45.54 | -2.08% |