| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kerr Financial Planning Corp Kerr Financial Planning Corp | 255 | $37,906.04 | $48,993.15 | $11,087.11 | 29.25% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 7 | $1,385 | $1,344.91 | -$40.09 | -2.89% |