| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KPS Kyle P. Smith NewEdge Wealth LLC | 2.59M | $22.2M | $22.35M | $153,480.66 | 0.69% |
| CC Candace Cavalier Congress Wealth Management LLC / DE / | 6.59M | $57.22M | $56.83M | -$395,552.94 | -0.69% |
James J. Karabas Embree Financial Group | 152,912 | $1.34M | $1.32M | -$17,605.61 | -1.32% |