| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Dziedzic Prepared Retirement Institute LLC | 261,927 | $12.74M | $12.42M | -$326,083.56 | -2.56% |
| TG Timothy Golas Spurstone Advisory Services LLC | 2 | $96 | $94.92 | -$1.08 | -1.12% |
Rossby Financial LLC Rossby Financial LLC | 75 | $3,614 | $3,562.5 | -$51.5 | -1.43% |