| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 21,627 | $428,040.26 | $412,318.75 | -$15,721.51 | -3.67% |
| CB Catherine Bluvol Next Level Private LLC | 50,564 | $987,600 | $963,749.84 | -$23,850.16 | -2.41% |
Samantha Pierangeli City State Bank | 200 | $3,998 | $3,812 | -$186 | -4.65% |
Jeffrey Gilbert Balboa Wealth Partners | 85,890 | $1.65M | $1.63M | -$19,754.7 | -1.19% |
Steven Trigili Garden State Investment Advisory Services LLC | 270,634 | $5.32M | $5.16M | -$164,554.63 | -3.09% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 14,265 | $274,740 | $272,033.55 | -$2,706.45 | -0.99% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 38,227 | $736,252 | $727,459.81 | -$8,792.19 | -1.19% |