| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kerr Financial Planning Corp Kerr Financial Planning Corp | 1,712 | $478,450.48 | $271,471.84 | -$206,978.64 | -43.26% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 34 | $5,937 | $5,391.55 | -$545.45 | -9.19% |