| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David R. Hess Wealth Management Associates Inc. | 10,165 | $227,687.92 | $211,940.25 | -$15,747.67 | -6.92% |
IFS Group LLC IFS Group LLC | 30,372 | $658,974.38 | $633,256.2 | -$25,718.18 | -3.9% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 29,786 | $643,450.66 | $621,038.1 | -$22,412.56 | -3.48% |