| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BBD BLI - Banque de Luxembourg Investments BLI - Banque de Luxembourg Investments | 112,000 | $237,430 | $235,200 | -$2,230 | -0.94% |
| IRP Investment Research Partners LLC Investment Research Partners LLC | 39,592 | $82,874.2 | $86,706.48 | $3,832.28 | 4.62% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 8,036 | $15,751 | $17,598.84 | $1,847.84 | 11.73% |
William P. Ratcliff Rebel Financial LLC | 10,354 | $20,981.17 | $22,675.26 | $1,694.09 | 8.07% |
Invested Advisors Invested Advisors | 25,447 | $52,986.75 | $55,728.93 | $2,742.18 | 5.18% |
| PAW Plan A Wealth LLC Plan A Wealth LLC | 121,174 | $254,465 | $265,371.06 | $10,906.06 | 4.29% |