| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PWA Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 200 | $26,190 | $29,400 | $3,210 | 12.26% |
| AIA Aventus Investment Advisors Inc. Aventus Investment Advisors Inc. | 440 | $57,618 | $64,680 | $7,062 | 12.26% |
| PWA Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 25 | $3,274 | $3,675 | $401 | 12.25% |
| SL Steadtrust LLC Steadtrust LLC | 2,801 | $366,791 | $411,747 | $44,956 | 12.26% |