| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
United Financial Planning Group LLC United Financial Planning Group LLC | 43 | $7,441 | $7,222.71 | -$218.29 | -2.93% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 920 | $115,846.4 | $154,532.4 | $38,686 | 33.39% |
| SC Shuttleworth & Co Shuttleworth & Co | 13,123 | $1.66M | $2.2M | $541,785.41 | 32.59% |