| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AIA Aventus Investment Advisors Inc. Aventus Investment Advisors Inc. | 13 | $3,261.07 | $3,944.2 | $683.13 | 20.95% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 1,387 | $423,603.54 | $420,815.8 | -$2,787.74 | -0.66% |
| KFP Kerr Financial Planning Corp Kerr Financial Planning Corp | 40 | $11,781.15 | $12,136 | $354.85 | 3.01% |
| PWA Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 4 | $1,381 | $1,213.68 | -$167.32 | -12.12% |