| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 5,165 | $777,621.43 | $904,133.27 | $126,511.84 | 16.27% |
IFS Group LLC IFS Group LLC | 16,550 | $2.7M | $2.89M | $185,646.27 | 6.88% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 101 | $15,770.14 | $17,680.05 | $1,909.91 | 12.11% |