| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 12,518 | $2.55M | $4.55M | $2.01M | 78.89% |
Virtue Asset Management LLC Virtue Asset Management LLC | 6,543 | $1.36M | $2.17M | $808,364.65 | 59.32% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 261 | $53,459.28 | $86,607.63 | $33,148.35 | 62.01% |
Jesper Lorenzen Danica Pension Livsforsikringsaktieselskab | 21,501 | $3.05M | $7.82M | $4.77M | 156.06% |
Adam Weisner Sherman Porfolios LLC | 21,607 | $3.46M | $8.36M | $4.9M | 141.4% |
| WMA William Mack & Associates Inc. William Mack & Associates Inc. | 968 | $330,108 | $321,211.43 | -$8,896.57 | -2.7% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 7,392 | $1.55M | $2.45M | $906,182.22 | 58.59% |
Steadtrust LLC Steadtrust LLC | 3,344 | $683,068.96 | $1.11M | $426,570.53 | 62.45% |
Eric C. Jansen Finivi Inc. | 3,700 | $669,390.6 | $1.23M | $558,380.36 | 83.42% |