| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AB Anthony Bruccoleri Equitable Holdings Inc. | 163,309 | $4.06M | $3.99M | -$64,143.61 | -1.58% |
| MTW Masso Torrence Wealth Management Inc. Masso Torrence Wealth Management Inc. | 31,755 | $782,945.61 | $767,200.8 | -$15,744.81 | -2.01% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 9,526 | $236,340.06 | $229,719.49 | -$6,620.57 | -2.8% |
Christopher C. Powers Farther Finance Advisors, LLC | 13,985 | $349,764.85 | $342,212.95 | -$7,551.9 | -2.16% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 8,348 | $209,179.56 | $204,275.56 | -$4,904 | -2.34% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 32,193 | $788,607.62 | $787,762.71 | -$844.91 | -0.11% |