| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BML Berman McAleer LLC Berman McAleer LLC | 12,978 | $341,164.25 | $382,072.32 | $40,908.07 | 11.99% |
| PCL Payne Capital LLC Payne Capital LLC | 368,774 | $9.51M | $11.25M | $1.74M | 18.34% |
Virtue Asset Management LLC Virtue Asset Management LLC | 7,681 | $202,317.11 | $226,128.64 | $23,811.53 | 11.77% |
Wallace Jones WJ Financial Advisors LLC | 151,593 | $3.99M | $4.63M | $631,128.86 | 15.8% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 401 | $10,684.91 | $11,805.44 | $1,120.53 | 10.49% |
Adam Weisner Sherman Porfolios LLC | 1.31M | $35.01M | $39.95M | $4.94M | 14.1% |
| WMA William Mack & Associates Inc. William Mack & Associates Inc. | 32,053 | $943,334 | $943,640.32 | $306.32 | 0.03% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 12,006 | $316,355.54 | $353,456.64 | $37,101.1 | 11.73% |