| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KFP Kerr Financial Planning Corp Kerr Financial Planning Corp | 770 | $217,294 | $260,429.4 | $43,135.4 | 19.85% |
Gassan Kassira Kassira Wealth Management LLC | 1,168 | $331,081.31 | $395,040.96 | $63,959.65 | 19.32% |
Adam Weisner Sherman Porfolios LLC | 16,068 | $5.26M | $5.43M | $175,288.96 | 3.33% |
| PWA Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 18 | $6,333 | $6,087.96 | -$245.04 | -3.87% |