| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 108,360 | $3.51M | $3.07M | -$432,753.75 | -12.34% |
Josephine Lee New Insight Wealth Advisors | 7,621 | $225,464 | $216,741.24 | -$8,722.76 | -3.87% |