| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Molly Wheeler Burk Holdings LLC | 1,750 | $25,848 | $28,376.25 | $2,528.25 | 9.78% |
Invested Advisors Invested Advisors | 13,762 | $258,838.81 | $223,150.83 | -$35,687.98 | -13.79% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 63,707 | $1.17M | $1.03M | -$130,796.15 | -11.22% |