| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,788 | $83,979.02 | $83,393.75 | -$585.27 | -0.7% |
| JDK John D. Kast Matthews International Capital Management LLC | 5,000 | $179,200 | $232,956.5 | $53,756.5 | 30% |
Candace Cavalier Congress Wealth Management LLC / DE / | 56,356 | $2.04M | $2.63M | $585,667.63 | 28.67% |