| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alexandra Stickelman Root Financial Partners, LLC | 1,034 | $31,902 | $32,633.04 | $736.21 | 2.31% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 18,150 | $554,647.25 | $572,814 | $18,257.5 | 3.29% |
| UAG United Advisor Group LLC United Advisor Group, LLC | 8,431 | $272,461.13 | $266,082.36 | -$6,336.62 | -2.33% |
| JHW Jefferson H. West Legacy Investment Solutions LLC | 3,178 | $101,096 | $100,297.68 | -$782.43 | -0.77% |
| LWM Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 3,215 | $97,778.27 | $101,465.4 | $3,703.21 | 3.79% |