| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 52,166 | $1.34M | $1.31M | -$23,991.1 | -1.8% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 37,673 | $965,182.88 | $945,215.57 | -$19,967.31 | -2.07% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 194,436 | $5.01M | $4.88M | -$128,661.68 | -2.57% |
Sean Murray Quantum Financial Advisors LLC | 10,604 | $271,687.76 | $266,054.36 | -$5,633.4 | -2.07% |
Colleen Wysong Koesten, Hirschmann & Crabtree Inc. | 20,218 | $517,783 | $507,269.62 | -$10,513.38 | -2.03% |