| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AB Anthony Bruccoleri Equitable Holdings Inc. | 84,000 | $389,715 | $339,360 | -$50,355 | -12.92% |
Larry Herold Herold Advisors Inc. | 10,601 | $38,905.67 | $42,404 | $3,498.33 | 8.99% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4,815 | $17,863.65 | $19,163.7 | $1,300.05 | 7.28% |
Amanda Hawley Atria Wealth Solutions Inc. | 15,756 | $57,525.41 | $63,654.24 | $6,128.83 | 10.65% |
| LCB Lawrence C. Busch Sage Capital Management, LLC | 57,000 | $250,570 | $228,570 | -$22,000 | -8.78% |
| CLA Carnegie Lake Advisors LLC Carnegie Lake Advisors LLC | 19,000 | $69,730 | $76,190 | $6,460 | 9.26% |
Lia Bertelson Mallini Complete Financial Planning LLC | 54,893 | $214,287.75 | $217,376.28 | $3,088.53 | 1.44% |
William F. Blake PMG Family Office LLC | 14,419 | $67,481 | $58,252.76 | -$9,228.24 | -13.68% |