| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 31,223 | $334,400 | $298,491.88 | -$35,908.12 | -10.74% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 66,521 | $715,445.95 | $643,258.07 | -$72,187.88 | -10.09% |
| HC Hubert Cheng Park Avenue Securities LLC | 82,596 | $1.08M | $802,833.12 | -$277,518.88 | -25.69% |
| RAS Robert A. Saperstein Guggenheim Capital LLC | 134,573 | $1.5M | $1.31M | -$193,061.6 | -12.86% |
| FP Frank Poli COHEN & STEERS Inc. | 40,000 | $430,000 | $388,800 | -$41,200 | -9.58% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 17,344 | $185,932.39 | $166,675.84 | -$19,256.55 | -10.36% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 6,400 | $68,224 | $61,184 | -$7,040 | -10.32% |
Penny A. Phillips Journey Strategic Wealth LLC | 28,850 | $323,372 | $280,422 | -$42,950 | -13.28% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 1,230 | $14,416 | $11,832.6 | -$2,583.4 | -17.92% |
| DN Daniel Newman Noble Wealth Management PBC | 42,987 | $464,459.96 | $417,833.64 | -$46,626.32 | -10.04% |