| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LH Larry Herold Herold Advisors Inc. | 24,869 | $546,414.72 | $547,366.69 | $951.97 | 0.17% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 37,233 | $836,184.18 | $819,498.33 | -$16,685.85 | -2% |
| KZ Kevin Zemann WealthPlan Investment Management LLC | 15,126 | $337,892.64 | $333,074.52 | -$4,818.12 | -1.43% |
Lance Johnson ROI Financial Advisors, LLC | 27,100 | $606,196.43 | $596,471 | -$9,725.43 | -1.6% |