| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DTR Darrell T. Roberts American Wealth Advisors LLC | 7,079 | $482,033.11 | $531,845.27 | $49,847.55 | 10.34% |
| KFP Kerr Financial Planning Corp Kerr Financial Planning Corp | 127 | $8,715.99 | $9,541.51 | $826.15 | 9.48% |