| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AS Alexandra Stickelman Root Financial Partners, LLC | 25 | $173 | $174.75 | $1.75 | 1.01% |
| JS John Shanley Aspect Partners, LLC | 360 | $2,930.78 | $2,516.4 | -$414.38 | -14.14% |
| KGL Kieckhefer Group LLC Kieckhefer Group LLC | 315,657 | $1.67M | $2.21M | $535,258.31 | 32.03% |