| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 3,730 | $725,485 | $804,299.9 | $78,814.9 | 10.86% |
| DTR Darrell T. Roberts American Wealth Advisors LLC | 1,629 | $316,801.48 | $351,261.27 | $34,459.79 | 10.88% |
| KFP Kerr Financial Planning Corp Kerr Financial Planning Corp | 1,898 | $369,275.08 | $409,265.74 | $39,990.66 | 10.83% |
| PWA Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 9,339 | $1.82M | $2.01M | $197,389.08 | 10.87% |