| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 320,712 | $16.49M | $16.34M | -$144,210.04 | -0.87% |
Courtney Haddad Concurrent Investment Advisors, LLC | 59,717 | $3.03M | $3.01M | -$14,251.86 | -0.47% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 77,577 | $3.95M | $3.95M | $3,028.2 | 0.08% |
Heather LeVar Roxbury Financial LLC | 300 | $15,421 | $15,139.5 | -$281.5 | -1.83% |
| SC Shawn Clark Accredited Wealth Management LLC | 128,788 | $6.55M | $6.5M | -$50,871.26 | -0.78% |
Linda M. Cash Hicks Capital Management LLC | 49,866 | $2.54M | $2.52M | -$23,015.49 | -0.91% |