| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NW Nancy Williamson Helen Stephens Group LLC | 11,586 | $302,403.57 | $296,949.18 | -$5,454.39 | -1.8% |
| MBB Matthew B. Boersen Straight Path Wealth Management | 64,751 | $1.67M | $1.65M | -$14,867.95 | -0.89% |