| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| GBM Gabriel B. Manriquez Hippocratic Financial Advisors LLC | 189,909 | $8.78M | $8.53M | -$256,101.78 | -2.92% |
| HFI Holcombe Financial Inc. Holcombe Financial Inc. | 268,537 | $12.43M | $12.06M | -$372,486.71 | -3% |
| BWM Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 13,670 | $623,928.57 | $613,919.7 | -$10,008.87 | -1.6% |
Justin Boggs Optima Capital LLC | 124,123 | $5.7M | $5.57M | -$125,787.37 | -2.21% |