| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EG Ethan Gilbert Rialto Wealth Management LLC | 5,937 | $508,494 | $473,475.75 | -$35,018.25 | -6.89% |
| KV Katherine Vessenes Vestment Financial LLC | 214,854 | $12.75M | $16.6M | $3.86M | 30.26% |
Steven T. Cox Providence Financial Advisors LLC | 68,547 | $5.28M | $5.3M | $17,024.48 | 0.32% |