| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AB Anthony Bruccoleri Equitable Holdings Inc. | 47,096 | $1.2M | $1.13M | -$68,701.32 | -5.73% |
| KB Kimberly Byrne Bill Few Associates Inc. | 9,870 | $253,017.45 | $235,200.13 | -$17,817.32 | -7.04% |
Clark Asset Management LLC Clark Asset Management LLC | 12,491 | $320,203 | $299,534.18 | -$20,668.82 | -6.45% |