| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 6,000 | $64,620 | $63,060 | -$1,560 | -2.41% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,527 | $18,083.25 | $16,048.77 | -$2,034.48 | -11.25% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 500 | $5,940 | $5,255 | -$685 | -11.53% |
| DN Daniel Newman Noble Wealth Management PBC | 1,300 | $15,054 | $13,663 | -$1,391 | -9.24% |
Benjamin S. Smith Smith Asset Management Co LLC | 111,189 | $1.26M | $1.17M | -$91,232.75 | -7.24% |