| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JP Jeff Pearson ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE Corp. | 256,800 | $9.74M | $9.64M | -$100,342.78 | -1.03% |
Courtney Haddad Concurrent Investment Advisors, LLC | 12,120 | $463,105.29 | $454,862.39 | -$8,242.9 | -1.78% |
| CL Chris Lein Partners Wealth Management LLC | 27,972 | $1.07M | $1.05M | -$20,993.21 | -1.96% |