| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 11,019 | $264,241.26 | $224,053 | -$40,188.26 | -15.21% |
Michael Byun SageView Advisory Group LLC | 205 | $6,200 | $6,200 | - | - |
Bruce Barton Parkworth Wealth Management, Inc. | 1 | $28 | $28 | - | - |