| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sarah H. Schmidt Summit Wealth Group LLC / CO | 657 | $581,624.13 | $634,392.63 | $52,768.5 | 9.07% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 3 | $2,934 | $2,896.68 | -$37.32 | -1.27% |
Todd Arthur Gomes Sonoma Allocations LLC | 274 | $215,450.94 | $263,519.23 | $48,068.29 | 22.31% |
United Financial Planning Group LLC United Financial Planning Group LLC | 17 | $15,219 | $16,397.52 | $1,178.52 | 7.74% |
Aventus Investment Advisors Inc. Aventus Investment Advisors Inc. | 3 | $2,866 | $2,914.02 | $48.02 | 1.68% |
Jon Borer Capitolis Liquid Global Markets LLC | 24,749 | $23.72M | $23.94M | $221,637.88 | 0.93% |
Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 1,417 | $1.07M | $1.37M | $297,286.75 | 27.67% |
Jesper Lorenzen Danica Pension Livsforsikringsaktieselskab | 49,318 | $46.82M | $48M | $1.17M | 2.51% |
Kepler Cheuvreux (Suisse) SA Kepler Cheuvreux (Suisse) SA | 2,581 | $1.99M | $2.51M | $511,997.14 | 25.67% |