| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew B. Boersen Straight Path Wealth Management | 10,025 | $284,824.5 | $317,551.9 | $32,727.4 | 11.49% |
Richard W. Lowrie Park Edge Advisors LLC | 53,003 | $1.34M | $1.68M | $343,631.99 | 25.73% |
Dina Fliss Global View Capital Management LLC | 52,571 | $1.71M | $1.67M | -$45,876.37 | -2.68% |
Chris Chatto Encompass More Asset Management | 328,252 | $11.49M | $10.4M | -$1.09M | -9.48% |
BLVD Private Wealth LLC BLVD Private Wealth LLC | 79,590 | $2.8M | $2.52M | -$274,704.68 | -9.83% |