| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Elizabeth Arce Sovran Advisors LLC | 163,290 | $8.43M | $7.84M | -$589,003.37 | -6.99% |
Wealthedge Investment Advisors LLC Wealthedge Investment Advisors LLC | 36,825 | $1.93M | $1.77M | -$167,095.5 | -8.64% |
| KGL Kilter Group LLC Kilter Group LLC | 5 | $257.61 | $238.3 | -$19.31 | -7.5% |
| CMM Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 11,925 | $625,852.06 | $568,464.75 | -$57,387.31 | -9.17% |