| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Highline Wealth Partners LLC Highline Wealth Partners LLC | 500 | $6,690 | $5,810 | -$880 | -13.15% |
| MHF Mission Hills Financial Advisory LLC Mission Hills Financial Advisory LLC | 1.27M | $17.23M | $14.92M | -$2.31M | -13.43% |
Elizabeth Arce Sovran Advisors LLC | 26,687 | $356,374.2 | $313,038.51 | -$43,335.69 | -12.16% |
| DN Daniel Newman Noble Wealth Management PBC | 349,637 | $4.66M | $4.1M | -$556,412.21 | -11.94% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 10,499 | $124,938 | $123,310.75 | -$1,627.25 | -1.3% |
Benjamin S. Smith Smith Asset Management Co LLC | 242,388 | $3.19M | $2.85M | -$338,565.52 | -10.61% |