| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Formulate Financial LLC Formulate Financial LLC | 15,774 | $1.24M | $1.34M | $107,030.43 | 8.65% |
| BML Berman McAleer LLC Berman McAleer LLC | 5,880 | $470,511.72 | $500,976 | $30,464.28 | 6.47% |
| PCL Payne Capital LLC Payne Capital LLC | 6,648 | $531,407.88 | $592,868.64 | $61,460.76 | 11.57% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 9,708 | $776,008.98 | $867,798.12 | $91,789.14 | 11.83% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 1,280 | $93,184 | $109,056 | $15,872 | 17.03% |
Gassan Kassira Kassira Wealth Management LLC | 100,490 | $8.03M | $8.98M | $950,132.95 | 11.83% |
| WMA William Mack & Associates Inc. William Mack & Associates Inc. | 19,827 | $1.45M | $1.69M | $234,528.74 | 16.12% |
David K. Gilmore Equity Wealth Partners LLC | 23,053 | $1.84M | $1.96M | $123,385.7 | 6.7% |
William F. Blake PMG Family Office LLC | 3,501 | $278,372.64 | $298,285.2 | $19,912.56 | 7.15% |