| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 763,231 | $9.97M | $9.6M | -$366,354.01 | -3.68% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 58,782 | $768,000 | $737,126.28 | -$30,873.72 | -4.02% |
Jeff Ameen Spire Wealth Management | 600 | $8,550 | $7,464 | -$1,086 | -12.7% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4,734 | $67,763.83 | $58,890.96 | -$8,872.87 | -13.09% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 16,084 | $210,054 | $200,084.96 | -$9,969.04 | -4.75% |
James Rankin Modern Wealth Management, LLC | 30,574 | $399,540.38 | $379,423.34 | -$20,117.04 | -5.04% |
Amir Har-El Savvy Advisors, Inc. | 73,768 | $1.07M | $917,673.92 | -$149,747.96 | -14.03% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 371 | $4,977 | $4,615.24 | -$361.76 | -7.27% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 200 | $2,632 | $2,488 | -$144 | -5.47% |
Lia Bertelson Mallini Complete Financial Planning LLC | 23,330 | $320,991.81 | $290,225.2 | -$30,766.61 | -9.58% |
| IAL Intellus Advisors LLC Intellus Advisors LLC | 22,349 | $307,361.2 | $281,150.42 | -$26,210.78 | -8.53% |
MSH Capital Advisors LLC MSH Capital Advisors LLC | 17,105 | $274,535.01 | $214,496.7 | -$60,038.31 | -21.87% |