| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Wallace Jones WJ Financial Advisors LLC | 2,326 | $649,465.94 | $674,540 | $25,074.06 | 3.86% |
| KFP Kerr Financial Planning Corp Kerr Financial Planning Corp | 40 | $11,490 | $11,600 | $110 | 0.96% |
| KCS Kepler Cheuvreux (Suisse) SA Kepler Cheuvreux (Suisse) SA | 5,022 | $1.43M | $1.46M | $26,853.14 | 1.88% |
| PWA Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 11 | $3,208 | $3,190 | -$18 | -0.56% |