| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 3,718 | $201,367 | $577,312.45 | $375,945.45 | 186.7% |
Manske Wealth Management Manske Wealth Management | 5,549 | $599,180.63 | $874,078.48 | $274,897.85 | 45.88% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 215 | $37,406.51 | $33,534.62 | -$3,871.89 | -10.35% |