| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AB Anthony Bruccoleri Equitable Holdings Inc. | 84,000 | $423,705 | $399,840 | -$23,865 | -5.63% |
Larry Herold Herold Advisors Inc. | 10,601 | $38,905.67 | $47,810.51 | $8,904.84 | 22.89% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4,815 | $17,863.65 | $21,715.65 | $3,852 | 21.56% |
Amanda Hawley Atria Wealth Solutions Inc. | 15,756 | $57,525.41 | $71,059.56 | $13,534.15 | 23.53% |
Joseph C. Gissy Tactive Advisors, LLC | 14,627 | $57,516.9 | $65,967.77 | $8,450.87 | 14.69% |
| LCB Lawrence C. Busch Sage Capital Management, LLC | 57,000 | $250,570 | $257,070 | $6,500 | 2.59% |
| CLA Carnegie Lake Advisors LLC Carnegie Lake Advisors LLC | 19,000 | $69,730 | $85,690 | $15,960 | 22.89% |
Lia Bertelson Mallini Complete Financial Planning LLC | 59,679 | $232,621.24 | $269,152.29 | $36,531.05 | 15.7% |
William F. Blake PMG Family Office LLC | 14,419 | $67,481 | $65,029.69 | -$2,451.31 | -3.63% |