| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TT Thaddeus Toal RCS Financial Planning LLC | 6,779 | $342,242.3 | $340,814.22 | -$1,428.08 | -0.42% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 138,723 | $6.98M | $6.97M | -$8,143.03 | -0.12% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 22,213 | $1.12M | $1.12M | -$221.71 | -0.02% |