| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 52,907 | $11.17M | $15.52M | $4.35M | 38.92% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 1,477 | $375,897 | $433,174.56 | $57,277.56 | 15.24% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 72 | $16,239.64 | $21,116.16 | $4,876.52 | 30.03% |
| BFG Birch Financial Group LLC Birch Financial Group LLC | 1,735 | $337,105.99 | $508,840.8 | $171,734.81 | 50.94% |
| TGI Torrey Growth & Income Advisors Torrey Growth & Income Advisors | 4,830 | $1.08M | $1.42M | $333,325.43 | 30.77% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 19 | $4,836 | $6,359.3 | $1,523.3 | 31.5% |
Jesper Lorenzen Danica Pension Livsforsikringsaktieselskab | 115,685 | $18.82M | $38.72M | $19.9M | 105.78% |