| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David R. Hess Wealth Management Associates Inc. | 15,425 | $570,606.51 | $981,184.25 | $410,577.74 | 71.95% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 2,536 | $103,481.94 | $161,023.32 | $57,541.38 | 55.61% |
Caldwell Trust Co Caldwell Trust Co | 690 | $12,430.3 | $43,442.4 | $31,012.1 | 249.49% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 7,541 | $343,190.48 | $478,815.79 | $135,625.31 | 39.52% |
Aventus Investment Advisors Inc. Aventus Investment Advisors Inc. | 179,456 | $7.34M | $11.51M | $4.17M | 56.88% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 51,818 | $2.32M | $3.35M | $1.04M | 44.8% |