| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Wallace Jones WJ Financial Advisors LLC | 856 | $207,559 | $220,651.12 | $13,092.12 | 6.31% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 788 | $161,578.98 | $198,434.17 | $36,855.19 | 22.81% |
Steve Erken Maxele Advisors LLC | 7,430 | $1.25M | $1.91M | $655,175.56 | 52.35% |