| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| OAS Optivise Advisory Services LLC Optivise Advisory Services LLC | 2,817 | $210,654.2 | $140,314.77 | -$70,331.26 | -33.39% |
| AJG Andrew J. Gilbert Keystone Financial Group Inc. | 1,801 | $123,015.13 | $89,707.81 | -$33,302.1 | -27.07% |