| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 14,250 | $1.7M | $2.13M | $432,102.62 | 25.42% |
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 17,575 | $2.74M | $2.62M | -$116,569.75 | -4.25% |
Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 280 | $35,443 | $42,089.6 | $6,646.6 | 18.75% |
Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 7,117 | $871,263.28 | $1.07M | $197,247.51 | 22.64% |