| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 320,712 | $16.49M | $15.62M | -$867,415.6 | -5.26% |
Courtney Haddad Concurrent Investment Advisors, LLC | 57,694 | $2.92M | $2.83M | -$93,728.85 | -3.2% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 77,577 | $3.95M | $3.81M | -$138,937.55 | -3.52% |
Heather LeVar Roxbury Financial LLC | 603 | $30,024.8 | $29,571.12 | -$453.68 | -1.51% |
| SC Shawn Clark Accredited Wealth Management LLC | 128,788 | $6.55M | $6.32M | -$233,106.28 | -3.56% |
Linda M. Cash Hicks Capital Management LLC | 49,866 | $2.54M | $2.45M | -$90,085.26 | -3.55% |