| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BM Berkeley Meredith Hughes Financial Services LLC | 10 | $485.2 | $449.5 | -$35.7 | -7.36% |
Yuen Man Lee Persistent Asset Partners Ltd. | 26,743 | $1.33M | $1.21M | -$121,391.55 | -9.14% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 8,742 | $468,147.68 | $397,935.84 | -$70,211.84 | -15% |