| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WR Wesley Reed Blue Rock Wealth Management LLC | 13,298 | $552,714.4 | $549,140.91 | -$3,573.49 | -0.65% |
Tyler Rudek Heritage Wealth Architects Inc. | 678,169 | $28.4M | $27.93M | -$468,516.44 | -1.65% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 8,978 | $376,651.48 | $370,522.06 | -$6,129.42 | -1.63% |