| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 138 | $3,284.92 | $4,412.55 | $1,127.63 | 34.33% |
Courtney Haddad Concurrent Investment Advisors, LLC | 27,532 | $732,184.39 | $884,878.48 | $152,694.09 | 20.85% |
James Rankin Modern Wealth Management, LLC | 34,618 | $887,080.04 | $1.11M | $225,542.48 | 25.43% |
Marshall Investment Management LLC MARSHALL INVESTMENT MANAGEMENT, LLC | 50,583 | $1.34M | $1.63M | $288,394.55 | 21.5% |
Jefferson H. West Legacy Investment Solutions LLC | 16,274 | $415,455.1 | $528,009.93 | $112,554.83 | 27.09% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 26,021 | $679,057.1 | $844,251.34 | $165,194.24 | 24.33% |
| EJK Edward J. King Graney & King LLC | 98 | $2,591.12 | $3,182.06 | $590.94 | 22.81% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 6,570 | $212,262 | $212,063.17 | -$198.83 | -0.09% |