| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 15,773 | $518,300.78 | $347,636.92 | -$170,663.86 | -32.93% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 143,422 | $3.31M | $3.16M | -$145,804.02 | -4.41% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 9,855 | $294,811.39 | $217,154.92 | -$77,656.47 | -26.34% |
Elliot Kallen Prosperity Wealth Management, Inc. | 8,348 | $250,444 | $184,323.84 | -$66,120.16 | -26.4% |
BLVD Private Wealth LLC BLVD Private Wealth LLC | 9,231 | $201,338 | $203,820.48 | $2,482.48 | 1.23% |