| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAM Clark Asset Management LLC Clark Asset Management LLC | 1,875 | $352,162 | $271,012.5 | -$81,149.5 | -23.04% |
Warner Group LLC Warner Group LLC | 184,291 | $12.96M | $26.75M | $13.79M | 106.37% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 782 | $49,469.49 | $112,787.86 | $63,318.37 | 127.99% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 242 | $22,840 | $35,135.98 | $12,295.98 | 53.84% |