| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 23,575 | $627,566.5 | $616,722 | -$10,844.5 | -1.73% |
Barclay Douglas Jr Slocum, Gordon & Co LLP | 9,536 | $253,848 | $249,557.12 | -$4,290.88 | -1.69% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 180 | $4,792 | $4,710.6 | -$81.4 | -1.7% |