| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 44,441 | $361,019.14 | $352,861.54 | -$8,157.6 | -2.26% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 740,410 | $6.97M | $5.86M | -$1.1M | -15.85% |
| PIL PFG Investments LLC PFG Investments LLC | 12,268 | $101,895.95 | $96,671.84 | -$5,224.11 | -5.13% |
Alexandra Stickelman Root Financial Partners, LLC | 320 | $2,454 | $2,521.6 | $67.6 | 2.75% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 1.67M | $14.09M | $13.21M | -$885,210.38 | -6.28% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 330 | $2,864 | $2,603.7 | -$260.3 | -9.09% |
Neil Azous Rareview Capital LLC | 114,312 | $912,533.8 | $904,207.92 | -$8,325.88 | -0.91% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 12,618 | $104,489.34 | $99,428.58 | -$5,060.76 | -4.84% |
Nicole Reese WPG Advisers LLC | 1,502 | $12,335.3 | $11,813.23 | -$522.07 | -4.23% |