| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 40,004 | $1.08M | $1.1M | $12,601.66 | 1.16% |
| PWA Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 891 | $20,956.71 | $24,422.31 | $3,470.05 | 16.56% |
| MJ Matthew Jenkins GatePass Capital LLC | 42,300 | $936,978.79 | $1.16M | $222,675.71 | 23.76% |
| BWL Blalock Williams LLC Blalock Williams LLC | 8,103 | $190,582.63 | $222,103.23 | $31,561.11 | 16.56% |
| PAW Plan A Wealth LLC Plan A Wealth LLC | 23,857 | $572,926.02 | $653,920.37 | $81,113.63 | 14.16% |
| JB Jon Borer Capitolis Liquid Global Markets LLC | 40,000 | $841,600 | $1.1M | $255,000 | 30.3% |
| PWA Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 20 | $522 | $548.2 | $26.3 | 5.04% |