| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Winnow Wealth LLC Winnow Wealth LLC | 16,649 | $499,470 | $551,165.14 | $51,695.14 | 10.35% |
| SWM Stonebridge Wealth Management LLC Stonebridge Wealth Management LLC | 41,800 | $1.34M | $1.38M | $39,837.51 | 2.96% |
Invested Advisors Invested Advisors | 13,116 | $408,695.48 | $434,205.18 | $25,509.7 | 6.24% |