| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DRL Dean R. Larabee III RFG - Bristol Wealth Advisors LLC | 280,542 | $11.81M | $11.43M | -$378,707.83 | -3.21% |
MSH Capital Advisors LLC MSH Capital Advisors LLC | 46,816 | $1.97M | $1.91M | -$52,693.54 | -2.68% |
| CCA Coign Capital Advisors LLC Coign Capital Advisors LLC | 18,232 | $747,108.94 | $742,771.68 | -$4,337.26 | -0.58% |
| WR Wesley Reed Blue Rock Wealth Management LLC | 6,083 | $254,481.37 | $247,821.42 | -$6,659.95 | -2.62% |
Tyler Rudek Heritage Wealth Architects Inc. | 678,169 | $28.4M | $27.63M | -$766,910.8 | -2.7% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 14,629 | $610,939.49 | $595,985.46 | -$14,954.03 | -2.45% |