| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TT Thaddeus Toal RCS Financial Planning LLC | 6,749 | $340,730 | $339,778.4 | -$951.6 | -0.28% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 138,723 | $6.98M | $6.98M | $3,648.42 | 0.05% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 22,213 | $1.12M | $1.12M | $888.94 | 0.08% |