| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kerr Financial Planning Corp Kerr Financial Planning Corp | 218 | $13,180.31 | $15,693.82 | $2,513.51 | 19.07% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 25 | $1,820 | $1,799.75 | -$20.25 | -1.11% |
Steadtrust LLC Steadtrust LLC | 49,750 | $3.12M | $3.58M | $456,192.08 | 14.6% |