| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keebeck Wealth Management Keebeck Wealth Management LLC | 6,970 | $351,432.19 | $350,800.1 | -$632.09 | -0.18% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 16,471 | $830,385 | $827,832.46 | -$2,552.54 | -0.31% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 7,063 | $356,116.46 | $355,410.16 | -$706.3 | -0.2% |