| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Penny A. Phillips Journey Strategic Wealth LLC | 15,116 | $160.58 | $153.73 | -$6.85 | -4.27% |
Daniel Guy Ethos Financial Group LLC | 24,246 | $273,931 | $273,931 | - | - |
Courtney Holt Compound Planning, Inc. | 22,423 | $266,604 | $266,604 | - | - |