| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Josephine Lee New Insight Wealth Advisors | 175,559 | $4.27M | $4.19M | -$79,755.34 | -1.87% |
Keystone Financial Services LLC Keystone Financial Services LLC | 198,858 | $4.84M | $4.74M | -$97,728.97 | -2.02% |