| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 52,166 | $1.34M | $1.26M | -$75,113.78 | -5.62% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 37,755 | $967,156.62 | $918,579.15 | -$48,577.47 | -5.02% |
| YA Yinka Akinsola Blue Trust Inc. | 729 | $18,589.5 | $17,619.93 | -$969.57 | -5.22% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 194,436 | $5.01M | $4.73M | -$276,433.04 | -5.52% |
Sean Murray Quantum Financial Advisors LLC | 10,604 | $271,687.76 | $257,995.32 | -$13,692.44 | -5.04% |