| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Craig M. Pesce Marshall & Sterling Wealth Advisors Inc. | 294 | $8,816.88 | $8,049.72 | -$767.16 | -8.7% |
Copia Wealth Management Copia Wealth Management | 2,199 | $70,825.96 | $60,197.62 | -$10,628.34 | -15.01% |