| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Stonehaven Wealth & Tax Solutions LLC Stonehaven Wealth & Tax Solutions LLC | 3,246 | $203,784 | $212,551.65 | $8,767.65 | 4.3% |
Wealthedge Investment Advisors LLC Wealthedge Investment Advisors LLC | 8,883 | $463,815.92 | $575,351.91 | $111,535.99 | 24.05% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 2,463 | $139,340.39 | $159,528.51 | $20,188.12 | 14.49% |
| LAM LOM Asset Management Ltd. LOM Asset Management Ltd. | 4,255 | $253,977.85 | $275,596.35 | $21,618.5 | 8.51% |