| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KGL Kilter Group LLC Kilter Group LLC | 5 | $290 | $275.3 | -$14.7 | -5.07% |
| TGI Torrey Growth & Income Advisors Torrey Growth & Income Advisors | 17,877 | $1.44M | $784,263.99 | -$658,588.8 | -45.64% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 4 | $301.18 | $175.48 | -$125.7 | -41.74% |
Eric C. Jansen Finivi Inc. | 10,684 | $606,442.41 | $468,707.08 | -$137,735.33 | -22.71% |