| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 29,508 | $1.15M | $1.2M | $58,409.23 | 5.1% |
United Financial Planning Group LLC United Financial Planning Group LLC | 145 | $5,782.64 | $6,126.25 | $343.61 | 5.94% |
Manske Wealth Management Manske Wealth Management | 22,255 | $1.19M | $908,671.65 | -$277,909.07 | -23.42% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 1,205 | $55,912 | $49,200.15 | -$6,711.85 | -12% |
Adam Weisner Sherman Porfolios LLC | 128,121 | $4.99M | $5.27M | $283,879.31 | 5.69% |