| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JP Jeff Pearson ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE Corp. | 205,500 | $7.71M | $7.6M | -$105,404.1 | -1.37% |
Courtney Haddad Concurrent Investment Advisors, LLC | 12,269 | $464,994.83 | $453,953 | -$11,041.83 | -2.37% |
| CL Chris Lein Partners Wealth Management LLC | 22,087 | $835,475.41 | $817,219 | -$18,256.41 | -2.19% |