| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RJ Rebecca Judd Pathstone Holdings, LLC | 6,048 | $340,502.21 | $375,459.84 | $34,957.63 | 10.27% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 80 | $4,757 | $4,964.8 | $207.8 | 4.37% |
Beth Steinhaus Breakwater Investment Management | 92 | $5,184 | $5,709.06 | $525.06 | 10.13% |
Greg Reidy Granite FO LLC | 12 | $648 | $743.52 | $95.52 | 14.74% |
Greykasell Wealth Strategies Inc. Greykasell Wealth Strategies Inc. | 56 | $3,357 | $3,477.32 | $120.32 | 3.58% |
Jefferson H. West Legacy Investment Solutions LLC | 74 | $4,033 | $4,588.74 | $555.74 | 13.78% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 111 | $6,233 | $6,883.11 | $650.11 | 10.43% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 17 | $1,011 | $1,054.17 | $43.17 | 4.27% |
| CCM Cloud Capital Management LLC Cloud Capital Management LLC | 5,109 | $248,552.85 | $317,703.16 | $69,150.31 | 27.82% |