| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 2,338 | $643,277 | $769,202 | $125,925 | 19.58% |
Landon Marsh Scott Marsh Financial LLC | 5,906 | $1.29M | $1.94M | $650,826 | 50.36% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 2,802 | $729,954.03 | $921,858 | $191,903.97 | 26.29% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 18 | $4,794.64 | $5,922 | $1,127.36 | 23.51% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 1 | $251 | $329 | $78 | 31.08% |