| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AB Anthony Bruccoleri Equitable Holdings Inc. | 163,309 | $4.06M | $3.93M | -$125,384.49 | -3.09% |
| MTW Masso Torrence Wealth Management Inc. Masso Torrence Wealth Management Inc. | 31,755 | $782,945.61 | $764,819.17 | -$18,126.44 | -2.32% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 9,526 | $236,340.06 | $229,433.71 | -$6,906.35 | -2.92% |
Christopher C. Powers Farther Finance Advisors, LLC | 11,533 | $288,440.33 | $277,656.97 | -$10,783.36 | -3.74% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 8,348 | $209,179.56 | $200,936.36 | -$8,243.2 | -3.94% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 32,307 | $791,335.64 | $777,791.02 | -$13,544.62 | -1.71% |