| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAM Clark Asset Management LLC Clark Asset Management LLC | 696,425 | $14.34M | $14.09M | -$255,677.92 | -1.78% |
Robert L. Wofchuck Ledgewood Wealth Advisors LLC | 168,185 | $3.45M | $3.4M | -$48,820.95 | -1.41% |
Anna Christine Golden Reserve Retirement LLC | 52,006 | $1.08M | $1.05M | -$24,920.83 | -2.31% |
Infinity Wealth Counsel LLC Infinity Wealth Counsel LLC | 157,533 | $3.28M | $3.19M | -$95,691.75 | -2.92% |
| FFL Farnam Financial LLC Farnam Financial LLC | 129,178 | $2.69M | $2.61M | -$73,503.44 | -2.74% |
Virtue Asset Management LLC Virtue Asset Management LLC | 12,326 | $257,366.75 | $249,354.98 | -$8,011.77 | -3.11% |