| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 40,782 | $1.06M | $1.01M | -$52,009.16 | -4.91% |
| TPF Tribridge Partners Financial LLC Tribridge Partners Financial LLC | 8,844 | $225,090.68 | $221,055.78 | -$4,034.9 | -1.79% |