| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 8,280 | $955,361.59 | $953,856 | -$1,505.59 | -0.16% |
First International Bank of Israel Ltd. First International Bank of Israel Ltd. | 31,409 | $3.12M | $3.58M | $461,109.46 | 14.77% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 1,424 | $155,942 | $161,495.84 | $5,553.84 | 3.56% |
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 3,266 | $357,660 | $374,544.88 | $16,884.88 | 4.72% |
| BFS Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 440 | $54,125 | $50,622 | -$3,503 | -6.47% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 350 | $41,980.66 | $39,693.5 | -$2,287.16 | -5.45% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 5 | $548 | $579 | $31 | 5.66% |