| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 4,604 | $872,228 | $524,188.42 | -$348,039.58 | -39.9% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 2,225 | $224,134.78 | $247,280.49 | $23,145.71 | 10.33% |