| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WWM Wesley W. Melbrod M Wealth Management, LLC | 20,338 | $505,292 | $504,585.78 | -$706.22 | -0.14% |
| JWM Jacksonville Wealth Management LLC Jacksonville Wealth Management LLC | 255,994 | $6.36M | $6.35M | -$8,962.86 | -0.14% |