| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SIM Sims Investment Management LLC Sims Investment Management LLC | 461,183 | $18.91M | $19.32M | $409,418.67 | 2.16% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 5,755 | $232,662.73 | $239,925.95 | $7,263.22 | 3.12% |
| FG Fabian Guerra Guerra Advisors Inc. | 1 | $39.26 | $41.96 | $2.7 | 6.88% |
Meriwether Wealth & Planning LLC Meriwether Wealth & Planning LLC | 250 | $10,380 | $10,482.5 | $102.5 | 0.99% |
Note Advisors LLC Note Advisors LLC | 11,057 | $462,456.88 | $463,675.29 | $1,218.41 | 0.26% |
| GPW Grant Private Wealth Management Inc. Grant Private Wealth Management Inc. | 14,480 | $587,538.54 | $606,567.2 | $19,028.66 | 3.24% |
Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 11,772 | $493,242.78 | $492,363.9 | -$878.88 | -0.18% |
William F. Blake PMG Family Office LLC | 35,689 | $1.4M | $1.5M | $95,021.21 | 6.78% |