| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alexandra Stickelman Root Financial Partners, LLC | 944 | $21,098 | $14,754.72 | -$6,343.28 | -30.07% |
Christopher C. Powers Farther Finance Advisors, LLC | 444 | $40,482.54 | $6,939.72 | -$33,542.82 | -82.86% |
| JHW Jefferson H. West Legacy Investment Solutions LLC | 100,763 | $5.7M | $1.57M | -$4.13M | -72.38% |
| LWM Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 25,262 | $1.43M | $394,845.06 | -$1.03M | -72.32% |
| MP Marcus Pimentel SLT Holdings LLC | 123,000 | $4.16M | $1.92M | -$2.24M | -53.76% |
| KGL Kilter Group LLC Kilter Group LLC | 400 | $22,070 | $6,252 | -$15,818 | -71.67% |