| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KFP Kerr Financial Planning Corp Kerr Financial Planning Corp | 96 | $7,233.87 | $8,773.44 | $1,539.57 | 21.28% |
| PWA Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 48 | $3,451 | $4,386.72 | $935.72 | 27.11% |
| SL Steadtrust LLC Steadtrust LLC | 9,175 | $634,013.25 | $838,503.25 | $204,490 | 32.25% |