| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew J. Whalen Whalen Wealth Management Inc. | 32,366 | $1.09M | $1.11M | $20,712.12 | 1.9% |
Matthew B. Boersen Straight Path Wealth Management | 10,025 | $284,824.5 | $342,955.25 | $58,130.75 | 20.41% |
Richard W. Lowrie Park Edge Advisors LLC | 53,003 | $1.34M | $1.81M | $479,266.66 | 35.89% |
Dina Fliss Global View Capital Management LLC | 52,571 | $1.71M | $1.8M | $88,652.81 | 5.18% |
Chris Chatto Encompass More Asset Management | 328,252 | $11.49M | $11.41M | -$81,421.86 | -0.71% |
BLVD Private Wealth LLC BLVD Private Wealth LLC | 90,776 | $3.17M | $3.15M | -$25,792.99 | -0.81% |