| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CWM Copia Wealth Management Copia Wealth Management | 497 | $28,596.57 | $28,801.15 | $204.58 | 0.72% |
| KGL Kilter Group LLC Kilter Group LLC | 100 | $5,711 | $5,844 | $133 | 2.33% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 194 | $11,098.6 | $11,351.91 | $253.31 | 2.28% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 15 | $1,005.6 | $880.57 | -$125.03 | -12.43% |