| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 51,515 | $1.62M | $1.68M | $60,651.66 | 3.74% |
Andrew Nall PMV Capital Advisers, LLC | 613,521 | $17.37M | $16.68M | -$693,592.62 | -3.99% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 64,463 | $2.04M | $1.98M | -$55,156.17 | -2.71% |
Terry Everett Parham Jr. Innovative Wealth Building LLC | 28,142 | $872,643.93 | $919,905.7 | $47,261.77 | 5.42% |