| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 25,537 | $729,160 | $706,864.16 | -$22,295.84 | -3.06% |
| FP Frank Poli COHEN & STEERS Inc. | 585,000 | $14.66M | $16.33M | $1.67M | 11.4% |
Paul Elam Oak Harbor Wealth Partners LLC | 7,357 | $211,521.11 | $204,671.74 | -$6,849.37 | -3.24% |
Jill Grimes Centurion Wealth Management LLC | 164,550 | $4.56M | $4.56M | $2,239.65 | 0.05% |
United Advisor Group LLC United Advisor Group, LLC | 24,041 | $676,680.15 | $666,656.93 | -$10,023.22 | -1.48% |
| RM Rich Mowrer Brookwood Investment Group LLC | 108,213 | $3.09M | $3M | -$89,048.51 | -2.88% |