| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevyn Hill Hilltop National Bank | 3,000 | $43,590 | $48,645 | $5,055 | 11.6% |
Tory Parke Three Seasons Wealth LLC | 11,590 | $137,101.71 | $186,251.3 | $49,149.59 | 35.85% |
Jefferson H. West Legacy Investment Solutions LLC | 4,043 | $66,022.91 | $65,294.45 | -$728.46 | -1.1% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 14,654 | $218,008.03 | $235,489.78 | $17,481.75 | 8.02% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 6,183 | $100,350 | $100,028.57 | -$321.43 | -0.32% |
Timothy Caffrey Orvieto Partners LP | 397,554 | $5.98M | $6.47M | $490,715.67 | 8.2% |
| KH Kristine Harrell Uniting Wealth Partners LLC | 12,229 | $165,006.75 | $196,397.74 | $31,390.99 | 19.02% |
MJT & Associates Financial Advisory Group Inc. MJT & Associates Financial Advisory Group Inc. | 696 | $9,390 | $11,240.4 | $1,850.4 | 19.71% |
Cole Dimond Caliber Wealth Management LLC / KS | 47,068 | $658,959.88 | $757,324.12 | $98,364.24 | 14.93% |