| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 374,657 | $4.12M | $4.14M | $21,012.77 | 0.51% |
Jim Clark Worth Asset Management LLC | 20,632 | $227,055.16 | $228,344.66 | $1,289.5 | 0.57% |
Jeffrey Hanson Breakwater Capital Group | 112,254 | $1.24M | $1.24M | $7,251.78 | 0.59% |
| PIL PFG Investments LLC PFG Investments LLC | 39,939 | $444,800.77 | $440,527.17 | -$4,273.6 | -0.96% |
David W. Lewis Lewis Asset Management, LLC | 26,137 | $285,677 | $289,075.22 | $3,398.22 | 1.19% |