| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Justin Dausch ALM First Financial Advisors LLC | 100,206 | $5.81M | $5.52M | -$289,194.52 | -4.98% |
Smart Wealth LLC Smart Wealth LLC | 27,858 | $1.59M | $1.55M | -$41,647.74 | -2.62% |
| ECC Elizabeth C. Carr CLG LLC | 64,028 | $3.65M | $3.57M | -$84,196.88 | -2.31% |