| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JHW Jefferson H. West Legacy Investment Solutions LLC | 109,347 | $3.34M | $2.79M | -$553,209.41 | -16.55% |
| LWM Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 605 | $21,041.83 | $15,433.55 | -$5,611.18 | -26.67% |