| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PWS Proactive Wealth Strategies LLC Proactive Wealth Strategies LLC | 56,393 | $1.26M | $1.34M | $81,738.56 | 6.47% |
| JHW Jefferson H. West Legacy Investment Solutions LLC | 16 | $359 | $381.6 | $22.6 | 6.29% |
| LWM Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 16 | $359 | $381.6 | $22.6 | 6.29% |