| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AB Anthony Bruccoleri Equitable Holdings Inc. | 264,794 | $2.9M | $2.93M | $26,848.44 | 0.93% |
Kyle P. Smith NewEdge Wealth LLC | 381,969 | $4.2M | $4.18M | -$22,511.51 | -0.54% |
Jim Clark Worth Asset Management LLC | 20,632 | $227,055.16 | $226,126.72 | -$928.44 | -0.41% |
Jeffrey Hanson Breakwater Capital Group | 112,254 | $1.24M | $1.23M | -$6,218.7 | -0.5% |
David W. Lewis Lewis Asset Management, LLC | 27,646 | $302,284.02 | $303,000.16 | $716.14 | 0.24% |