| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JAZ John A. Zaro, III Bourgeon Capital Management LLC | 9,520 | $237,932.77 | $238,523.6 | $590.83 | 0.25% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 10,985 | $276,383 | $272,966.26 | -$3,416.74 | -1.24% |
United Advisor Group LLC United Advisor Group, LLC | 11,941 | $300,436 | $299,181.75 | -$1,254.25 | -0.42% |