| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 71,621 | $1.04M | $878,073.46 | -$161,479.51 | -15.53% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 87,113 | $1.05M | $1.06M | $10,786.41 | 1.02% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 1,200 | $14,292 | $14,664 | $372 | 2.6% |