| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 56,629 | $140,440 | $130,246.7 | -$10,193.3 | -7.26% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 12,800 | $39,552 | $29,440 | -$10,112 | -25.57% |
Amanda Hawley Atria Wealth Solutions Inc. | 11,900 | $34,510 | $27,251 | -$7,259 | -21.03% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 42,950 | $127,562 | $98,140.75 | -$29,421.25 | -23.06% |
Courtney Holt Compound Planning, Inc. | 21,369 | $58,535.92 | $48,828.16 | -$9,707.76 | -16.58% |
Courtney Haddad Concurrent Investment Advisors, LLC | 10,128 | $28,662 | $23,294.4 | -$5,367.6 | -18.73% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 800 | $2,233 | $1,840 | -$393 | -17.6% |
| ECC Elizabeth C. Carr CLG LLC | 14,683 | $34,358 | $33,550.65 | -$807.35 | -2.35% |