| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PWA Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 25 | $1,881 | $1,813.75 | -$67.12 | -3.57% |
| ECJ Eric C. Jansen Finivi Inc. | 6,027 | $342,652 | $437,258.85 | $94,636.99 | 27.62% |