| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kerr Financial Planning Corp Kerr Financial Planning Corp | 7,613 | $4.39M | $5.42M | $1.02M | 23.25% |
Adam Weisner Sherman Porfolios LLC | 5,871 | $3.61M | $4.26M | $656,302.05 | 18.2% |
William Mack & Associates Inc. William Mack & Associates Inc. | 977 | $631,474.1 | $711,265.77 | $79,791.67 | 12.64% |
David K. Gilmore Equity Wealth Partners LLC | 442 | $325,218 | $321,718.54 | -$3,499.46 | -1.08% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 565 | $339,371.93 | $409,028.92 | $69,656.99 | 20.53% |
Eric C. Jansen Finivi Inc. | 13,883 | $5.89M | $10.12M | $4.23M | 71.69% |
William F. Blake PMG Family Office LLC | 1,989 | $1.21M | $1.45M | $242,115.2 | 20.04% |