| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dodge & Cox Dodge & Cox Funds | 30,900 | $196,074 | $356,122.5 | $160,048.5 | 81.63% |
| YA Yinka Akinsola Blue Trust Inc. | 22 | $243.98 | $250.8 | $6.82 | 2.8% |
| SE Sima Elimelech Activest Wealth Management | 89,560 | $1.07M | $1.04M | -$27,174.35 | -2.54% |
Christopher C. Powers Farther Finance Advisors, LLC | 64 | $516 | $720 | $204 | 39.53% |
Brad McFadden Glenorchy Capital Ltd | 432,065 | $4.42M | $5.01M | $591,414.92 | 13.39% |
| HAS Hayley A. Snell LRI Investments, LLC | 665 | $7,311.58 | $7,444.67 | $133.09 | 1.82% |
Nneoma Odozi North of South Capital LLP | 163,566 | $2.04M | $1.86M | -$179,855.03 | -8.83% |