| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Wallace Jones WJ Financial Advisors LLC | 4,451 | $198,790.56 | $255,598.67 | $56,808.11 | 28.58% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 9,954 | $450,809.43 | $571,508.91 | $120,699.48 | 26.77% |
Adam Weisner Sherman Porfolios LLC | 596,939 | $33.9M | $34.28M | $381,366.27 | 1.13% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 14 | $870 | $803.81 | -$66.19 | -7.61% |
Eric C. Jansen Finivi Inc. | 9,930 | $309,155.95 | $570,130.95 | $260,975 | 84.42% |