| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Darrell T. Roberts American Wealth Advisors LLC | 256 | $11,254.49 | $11,942.4 | $689.19 | 6.12% |
| KFP Kerr Financial Planning Corp Kerr Financial Planning Corp | 785 | $32,877.87 | $36,620.25 | $3,746.3 | 11.39% |
| PWA Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 60 | $3,012 | $2,799 | -$212.7 | -7.06% |
Eric C. Jansen Finivi Inc. | 7,081 | $314,015.87 | $330,328.65 | $16,348.19 | 5.21% |