| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew B. Boersen Straight Path Wealth Management | 9,750 | $275,513 | $301,665 | $26,152 | 9.49% |
| RWL Richard W. Lowrie Park Edge Advisors LLC | 53,003 | $1.34M | $1.63M | $293,491.15 | 21.98% |
Dina Fliss Global View Capital Management LLC | 31,788 | $1.01M | $976,845.24 | -$30,557.75 | -3.03% |
Chris Chatto Encompass More Asset Management | 405,214 | $13.88M | $12.65M | -$1.22M | -8.81% |
BLVD Private Wealth LLC BLVD Private Wealth LLC | 66,808 | $2.36M | $2.08M | -$285,270.2 | -12.07% |