| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keebeck Wealth Management Keebeck Wealth Management LLC | 6,970 | $351,432.19 | $351,044.05 | -$388.14 | -0.11% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 15,767 | $794,892.86 | $794,420.29 | -$472.57 | -0.06% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 7,063 | $356,116.46 | $356,222.4 | $105.94 | 0.03% |