| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Darrell T. Roberts American Wealth Advisors LLC | 1,635 | $318,035.22 | $370,597.27 | $52,562.05 | 16.53% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 1,895 | $368,692.3 | $428,137.33 | $59,445.03 | 16.12% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 9,347 | $1.82M | $2.12M | $300,097.63 | 16.51% |