| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kerr Financial Planning Corp Kerr Financial Planning Corp | 954 | $63,518.13 | $67,772.16 | $4,254.03 | 6.7% |
Gassan Kassira Kassira Wealth Management LLC | 40,191 | $2.45M | $2.86M | $406,758.64 | 16.61% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 10 | $618 | $710.4 | $92.4 | 14.95% |