| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Todd Arthur Gomes Sonoma Allocations LLC | 108,311 | $5.91M | $5.71M | -$202,961.13 | -3.43% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 12,607 | $678,691.28 | $664,136.76 | -$14,554.52 | -2.14% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 3,940 | $213,280.23 | $207,559.2 | -$5,721.03 | -2.68% |