| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KPS Kyle P. Smith NewEdge Wealth LLC | 374,657 | $4.12M | $4.14M | $21,012.77 | 0.51% |
| KIS Kimberly I. Swope Zimmermann Investment Management & Planning LLC | 294,245 | $3.29M | $3.25M | -$35,309.4 | -1.07% |