| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Highline Wealth Partners LLC Highline Wealth Partners LLC | 674,889 | $26.46M | $25.6M | -$865,160.99 | -3.27% |
| BIL Beckerman Institutional LLC Beckerman Institutional LLC | 146,067 | $5.75M | $5.54M | -$217,667.38 | -3.78% |
Tandem Financial LLC Tandem Financial LLC | 75,140 | $2.94M | $2.85M | -$91,624.13 | -3.11% |
| CM Chelsea Michels Michels Family Financial LLC | 6,252 | $241,897.96 | $237,388.44 | -$4,509.52 | -1.86% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 26,982 | $1.06M | $1.02M | -$37,218.64 | -3.51% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 127,262 | $5.05M | $4.83M | -$223,253.73 | -4.42% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 26,185 | $1.03M | $992,542.42 | -$35,620.86 | -3.46% |
| RM Rich Mowrer Brookwood Investment Group LLC | 146,684 | $5.84M | $5.56M | -$276,499.21 | -4.74% |