| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 59,717 | $3.03M | $3.06M | $29,640.14 | 0.98% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 51,631 | $2.61M | $2.65M | $32,383.13 | 1.24% |
Heather LeVar Roxbury Financial LLC | 300 | $15,421 | $15,336 | -$85 | -0.55% |
| SC Shawn Clark Accredited Wealth Management LLC | 128,788 | $6.55M | $6.58M | $30,909.12 | 0.47% |
Linda M. Cash Hicks Capital Management LLC | 33,100 | $1.68M | $1.69M | $13,921.58 | 0.83% |