| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DN Daniel Newman Noble Wealth Management PBC | 2,340 | $108,529.06 | $105,709.5 | -$2,819.56 | -2.6% |
| SFA Salus Financial Advisors LLC Salus Financial Advisors LLC | 166,697 | $7.85M | $7.53M | -$316,799.12 | -4.04% |
| GWI Griffith & Werner Inc. Griffith & Werner Inc. | 7,204 | $340,385.7 | $325,548.76 | -$14,836.94 | -4.36% |
| BJM Brian J. Malizia Lakeshore Capital Group Inc. | 76,351 | $3.6M | $3.45M | -$143,513.39 | -3.99% |