| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 5,595 | $968,096 | $908,180.4 | -$59,915.6 | -6.19% |
United Financial Planning Group LLC United Financial Planning Group LLC | 43 | $7,441 | $6,964.71 | -$476.29 | -6.4% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 920 | $115,846.4 | $149,030.8 | $33,184.4 | 28.65% |
| SC Shuttleworth & Co Shuttleworth & Co | 12,829 | $1.62M | $2.08M | $459,823.03 | 28.41% |