| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jefferson H. West Legacy Investment Solutions LLC | 33,091 | $204,172 | $139,478.56 | -$64,693.44 | -31.69% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 128,589 | $675,932.37 | $542,002.63 | -$133,929.74 | -19.81% |
| JC Jackson Calvin Sage Investment Counsel LLC | 15,000 | $65,400 | $62,925 | -$2,475 | -3.78% |
Occam Crest Management LP Occam Crest Management LP | 1.09M | $5.2M | $4.56M | -$643,150 | -12.36% |