| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DG Daniel Guy Ethos Financial Group LLC | 93,374 | $358,475.67 | $357,622.42 | -$853.25 | -0.24% |
| CS Cydney Shapleigh New Hampshire Trust | 953,719 | $3.68M | $3.65M | -$28,409.88 | -0.77% |