| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
IFS Group LLC IFS Group LLC | 3,191 | $293,953 | $360,024.57 | $66,071.57 | 22.48% |
| TGI Torrey Growth & Income Advisors Torrey Growth & Income Advisors | 5,532 | $701,236 | $624,147.9 | -$77,088.1 | -10.99% |
Aventus Investment Advisors Inc. Aventus Investment Advisors Inc. | 110 | $12,747.21 | $12,410.75 | -$336.46 | -2.64% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 4,252 | $418,099 | $484,706.74 | $66,607.74 | 15.93% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 300 | $37,733.9 | $33,892.5 | -$3,841.4 | -10.18% |
Jesper Lorenzen Danica Pension Livsforsikringsaktieselskab | 87,723 | $8.08M | $9.91M | $1.83M | 22.58% |
| KCS Kepler Cheuvreux (Suisse) SA Kepler Cheuvreux (Suisse) SA | 76,519 | $9.66M | $8.38M | -$1.28M | -13.23% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 201 | $18,516 | $22,697.92 | $4,181.92 | 22.59% |
Stuart E. Greenfield Greenfield Seitz Capital Management LLC | 67,636 | $7.45M | $7.63M | $182,403.48 | 2.45% |