| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 373 | $3,875 | $3,864.28 | -$10.72 | -0.28% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 8,819 | $98,508.23 | $91,497.12 | -$7,011.11 | -7.12% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 74,418 | $769,720.49 | $770,233.74 | $513.25 | 0.07% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 250 | $2,793 | $2,594.45 | -$198.55 | -7.11% |
Lia Bertelson Mallini Complete Financial Planning LLC | 24,894 | $269,801.95 | $255,910.32 | -$13,891.63 | -5.15% |