| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RS Richard Slavik Newbridge Financial Services Group Inc. | 1,077 | $60,750.03 | $52,729.92 | -$8,020.11 | -13.2% |
| HGL Herbst Group LLC Herbst Group LLC | 8,307 | $402,391.08 | $406,627.65 | $4,236.57 | 1.05% |
| WTM W. Travis McKinney HB Wealth Management LLC | 3,605 | $205,016.35 | $174,265.7 | -$30,750.65 | -15% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 10,012 | $569,382 | $483,679.72 | -$85,702.28 | -15.05% |
Christopher C. Powers Farther Finance Advisors, LLC | 41,618 | $2.39M | $2.03M | -$356,145.93 | -14.91% |
Jon Deven Mouton CAP Partners, LLC | 6,212 | $349,592.58 | $300,412.32 | -$49,180.26 | -14.07% |