| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CT Christian Tiriolo Gts Securities LLC | 14,254 | $412,439.49 | $398,898.19 | -$13,541.3 | -3.28% |
Candace Cavalier Congress Wealth Management LLC / DE / | 9,127 | $279,286.2 | $255,373.46 | -$23,912.74 | -8.56% |
| RS Radon Stancil POM Investment Strategies LLC | 126 | $3,637.59 | $3,531.15 | -$106.44 | -2.93% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 262,986 | $7.39M | $7.36M | -$28,297.4 | -0.38% |