| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SWM Stonebridge Wealth Management LLC Stonebridge Wealth Management LLC | 146,670 | $4.71M | $6.01M | $1.29M | 27.45% |
Invested Advisors Invested Advisors | 41,300 | $1.4M | $1.69M | $296,315.96 | 21.23% |