| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MBB Matthew B. Boersen Straight Path Wealth Management | 43,800 | $451,141 | $368,796 | -$82,345 | -18.25% |
| DP Drew Phillips Fortitude Family Office LLC | 152 | $908 | $1,285.92 | $377.92 | 41.62% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,028 | $24,067.45 | $34,076.88 | $10,009.43 | 41.59% |