| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BWL Blalock Williams LLC Blalock Williams LLC | 3,577 | $268,679.79 | $281,474.13 | $12,812.23 | 4.77% |
| AIA Aventus Investment Advisors Inc. Aventus Investment Advisors Inc. | 440 | $36,881 | $34,623.6 | -$2,257.4 | -6.12% |
| PAW Plan A Wealth LLC Plan A Wealth LLC | 7,932 | $557,143.48 | $624,169.08 | $67,025.6 | 12.03% |
Jon Borer Capitolis Liquid Global Markets LLC | 157,008 | $12.1M | $12.35M | $254,834.93 | 2.11% |
| VAM Virtue Asset Management LLC Virtue Asset Management LLC | 20,805 | $1.74M | $1.64M | -$106,653.88 | -6.12% |
| MWM Manske Wealth Management Manske Wealth Management | 9,681 | $679,976.14 | $761,797.89 | $81,821.75 | 12.03% |
| KFP Kerr Financial Planning Corp Kerr Financial Planning Corp | 3,703 | $313,422.21 | $291,389.07 | -$22,033.14 | -7.03% |
Sarah Byrd Alpha Advisors LLC/VA | 6,236 | $445,047.6 | $490,710.84 | $45,663.24 | 10.26% |
Adam Weisner Sherman Porfolios LLC | 22,374 | $2.09M | $1.76M | -$324,535.07 | -15.56% |
| PWA Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 420 | $33,110 | $33,049.8 | -$58.1 | -0.17% |