| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HWP Highline Wealth Partners LLC Highline Wealth Partners LLC | 1,000 | $6,610 | $4,100 | -$2,510 | -37.97% |
| JHW Jefferson H. West Legacy Investment Solutions LLC | 508,109 | $4.54M | $2.08M | -$2.46M | -54.14% |
| LWM Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 563,306 | $4.23M | $2.31M | -$1.92M | -45.41% |
| LGP Larry G. Peery II Magnolia Private Wealth LLC | 87,250 | $328,060 | $357,725 | $29,665 | 9.04% |