| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KB Kimberly Byrne Bill Few Associates Inc. | 9,870 | $253,017.45 | $251,191.5 | -$1,825.95 | -0.72% |
Alexandra Stickelman Root Financial Partners, LLC | 132 | $3,317 | $3,353.75 | $36.75 | 1.11% |
| CAM Clark Asset Management LLC Clark Asset Management LLC | 12,491 | $320,203 | $316,147.21 | -$4,055.79 | -1.27% |