| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 507 | $288,687.27 | $313,807.65 | $25,120.38 | 8.7% |
| WJ Wallace Jones WJ Financial Advisors LLC | 861 | $484,114.48 | $532,915.95 | $48,801.47 | 10.08% |
| KFP Kerr Financial Planning Corp Kerr Financial Planning Corp | 11 | $6,610.97 | $6,808.45 | $197.48 | 2.99% |
| MA Michael Alfred Alpine Fox Capital LLC | 1,000 | $562,270 | $618,950 | $56,680 | 10.08% |
| PWA Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 25 | $19,316 | $15,473.75 | -$3,842.25 | -19.89% |
| SEG Stuart E. Greenfield Greenfield Seitz Capital Management LLC | 2,963 | $2.4M | $1.83M | -$566,857.16 | -23.61% |