| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 27,868 | $1.25M | $1.27M | $22,155.42 | 1.78% |
| LM Landon Marsh Scott Marsh Financial LLC | 9,152 | $368,494 | $416,965.12 | $48,516.88 | 13.17% |
| KFP Kerr Financial Planning Corp Kerr Financial Planning Corp | 253 | $11,721.7 | $11,526.68 | -$193.76 | -1.65% |
| PWA Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 20 | $1,013 | $911.2 | -$101.7 | -10.04% |