| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
D. Garet Strange Hobbs Group Advisors, LLC | 45,904 | $1.15M | $1.15M | -$2,993.68 | -0.26% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 8,044 | $198,847.71 | $200,738.02 | $1,890.31 | 0.95% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 30,395 | $761,666.87 | $758,507.22 | -$3,159.65 | -0.41% |