| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JL John Ledford FWG Holdings LLC | 116,178 | $3.35M | $3.17M | -$187,046.58 | -5.58% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 392,213 | $11.17M | $10.68M | -$496,194.75 | -4.44% |
| AKW Adam K. Wright Kathleen S. Wright Associates Inc. | 1,396 | $38,152.68 | $38,041 | -$111.68 | -0.29% |
| LS Loyd Stegent Stegent Equity Advisors Inc. | 51,133 | $1.41M | $1.39M | -$21,475.86 | -1.52% |
| JC Jim Clark Worth Asset Management LLC | 23,592 | $652,318.8 | $643,117.92 | -$9,200.88 | -1.41% |
| RFA Reyes Financial Architecture Inc. Reyes Financial Architecture Inc. | 153,228 | $4.24M | $4.17M | -$64,365.57 | -1.52% |
| CWM Copia Wealth Management Copia Wealth Management | 44 | $1,217 | $1,199.44 | -$17.56 | -1.44% |