| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 112,329 | $3.64M | $3.3M | -$336,685.67 | -9.26% |
Josephine Lee New Insight Wealth Advisors | 7,621 | $225,464 | $225,855.96 | $391.96 | 0.17% |