| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kerr Financial Planning Corp Kerr Financial Planning Corp | 954 | $63,518.13 | $60,664.86 | -$2,853.27 | -4.49% |
Gassan Kassira Kassira Wealth Management LLC | 40,267 | $2.45M | $2.53M | $77,986.19 | 3.18% |