| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PWP Prasad Wealth Partners LLC Prasad Wealth Partners LLC | 8,900 | $297,972 | $304,869.5 | $6,897.5 | 2.31% |
Defined Financial Planning LLC Defined Financial Planning LLC | 35,053 | $1.13M | $1.2M | $68,543.43 | 6.06% |
Baer Investment Advisory LLC Baer Investment Advisory LLC | 7,770 | $260,140 | $265,889.4 | $5,749.4 | 2.21% |