| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CCP Christopher C. Powers Farther Finance Advisors, LLC | 32,109 | $805,454 | $797,587.56 | -$7,866.44 | -0.98% |
| GAF Geoffrey A. Frazier Global Financial Private Client, LLC | 16,459 | $412,215.4 | $408,841.56 | -$3,373.84 | -0.82% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 12,137 | $304,364.89 | $301,483.08 | -$2,881.81 | -0.95% |