| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PAW Plan A Wealth LLC Plan A Wealth LLC | 10,004 | $383,153.2 | $434,623.78 | $51,470.58 | 13.43% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 8,685 | $397,078.2 | $380,403 | -$16,675.2 | -4.2% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 9 | $364.23 | $394.2 | $29.97 | 8.23% |