| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Doug Robinson Lord & Richards Wealth Management LLC | 236,042 | $9.9M | $9.45M | -$447,413.67 | -4.52% |
| PS Paula Spurgeon BankPlus Trust Department | 9,045 | $377,310.12 | $364,468.27 | -$12,841.85 | -3.4% |
VestGen Advisors LLC VestGen Advisors LLC | 39,094 | $1.64M | $1.58M | -$59,682.34 | -3.65% |
Blueprint Financial Advisors LLC Blueprint Financial Advisors LLC | 11,442 | $482,671.81 | $461,284.23 | -$21,387.58 | -4.43% |
Crux Wealth Advisors Crux Wealth Advisors | 323,784 | $13.66M | $13.07M | -$592,208.45 | -4.33% |
Copia Wealth Management Copia Wealth Management | 5 | $211 | $201.52 | -$9.48 | -4.49% |