| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Wallace Jones WJ Financial Advisors LLC | 50,758 | $2.5M | $2.68M | $184,453.88 | 7.38% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 58 | $2,891.17 | $3,065.01 | $173.84 | 6.01% |