| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CD Charlie Durham Sterling Capital Management LLC | 33,000 | $781,440 | $750,090 | -$31,350 | -4.01% |
Ashley Buboltz Moran Wealth Management LLC | 46,608 | $1.13M | $1.06M | -$70,843.72 | -6.29% |