| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PAW Plan A Wealth LLC Plan A Wealth LLC | 3,918 | $519,622.35 | $1.04M | $523,936.95 | 100.83% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 6,786 | $932,563.51 | $1.81M | $874,887.59 | 93.82% |
Eric C. Jansen Finivi Inc. | 2,139 | $333,722.54 | $569,722.65 | $236,000.11 | 70.72% |