| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Larry Herold Herold Advisors Inc. | 35,964 | $1.82M | $1.8M | -$21,469.21 | -1.18% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 63,810 | $3.17M | $3.19M | $27,438.3 | 0.87% |
| EM Erin Mccann Simplicity Wealth LLC | 506,481 | $25.13M | $25.35M | $221,028.31 | 0.88% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 43,810 | $2.23M | $2.19M | -$36,403.41 | -1.63% |