| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew B. Boersen Straight Path Wealth Management | 18,588 | $478,261.57 | $547,156.37 | $68,894.8 | 14.41% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 2,190 | $60,204 | $64,464.84 | $4,260.84 | 7.08% |
| RM Rich Mowrer Brookwood Investment Group LLC | 40,075 | $1.18M | $1.22M | $42,775.62 | 3.62% |