| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DN Daniel Newman Noble Wealth Management PBC | 79,196 | $825,236.43 | $770,973.06 | -$54,263.37 | -6.58% |
| IAL Intellus Advisors LLC Intellus Advisors LLC | 91,217 | $923,483.39 | $867,473.67 | -$56,009.72 | -6.07% |
Benjamin S. Smith Smith Asset Management Co LLC | 12,549 | $129,255.07 | $118,713.54 | -$10,541.53 | -8.16% |