| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KLM Kate L. Miller STAR Financial Bank | 41,832 | $1.63M | $1.43M | -$197,896.93 | -12.14% |
Laurel Steward Mattson Financial Services, LLC | 137,868 | $5.01M | $4.73M | -$272,978.87 | -5.45% |
Gregory A. Brown Brown Financial Advisors | 83,222 | $3.12M | $2.86M | -$265,062.3 | -8.49% |
| PWL Paladin Wealth LLC Paladin Wealth LLC | 49,165 | $1.85M | $1.68M | -$164,949.3 | -8.94% |
Adam Scott Argyle Capital Partners LLC | 8,721 | $337,709.95 | $298,563.43 | -$39,146.52 | -11.59% |