| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TCP Trivant Custom Portfolio Group LLC Trivant Custom Portfolio Group, LLC | 6,790 | $713,357.44 | $724,832.5 | $11,475.06 | 1.61% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 1,361 | $206,198 | $145,286.75 | -$60,911.25 | -29.54% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 1,973 | $210,060.99 | $210,617.75 | $556.76 | 0.26% |
| JH Julie Hazzard 10Elms LLP | 900 | $106,629 | $96,048 | -$10,581 | -9.92% |
| ACL AlpenGlobal Capital LLC AlpenGlobal Capital LLC | 9,044 | $950,167.15 | $965,175.68 | $15,008.53 | 1.58% |