| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keebeck Wealth Management Keebeck Wealth Management LLC | 3,970 | $200,187 | $199,829.95 | -$357.05 | -0.18% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 16,471 | $830,385 | $829,150.14 | -$1,234.86 | -0.15% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 7,063 | $356,116.46 | $355,833.94 | -$282.52 | -0.08% |