| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Copia Wealth Management Copia Wealth Management | 20 | $390 | $598.3 | $208.3 | 53.41% |
| AS Aryn Sands GK Wealth Management LLC | 231 | $7,369 | $7,262.64 | -$106.36 | -1.44% |
Boreal Capital Management LLC Boreal Capital Management LLC | 913 | $26,797 | $27,266.74 | $469.74 | 1.75% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 175 | $4,791 | $5,223.75 | $432.75 | 9.03% |