| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Endelman Independent Wealth Network Inc. | 16,454 | $550,879.92 | $525,047.14 | -$25,832.78 | -4.69% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,875 | $62,573.63 | $60,121.87 | -$2,451.76 | -3.92% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 84,512 | $2.83M | $2.63M | -$203,044.04 | -7.18% |