| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew B. Boersen Straight Path Wealth Management | 18,588 | $478,261.57 | $547,108.04 | $68,846.47 | 14.4% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 2,190 | $60,204 | $64,867.8 | $4,663.8 | 7.75% |