| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 64,409 | $381,088.89 | $311,095.47 | -$69,993.42 | -18.37% |
Matthew D. Copley Copley Financial Group Inc. | 10,656 | $49,880.95 | $50,402.88 | $521.93 | 1.05% |
Matthew Jenkins GatePass Capital LLC | 137,508 | $539,081.66 | $621,536.16 | $82,454.5 | 15.3% |
United Financial Planning Group LLC United Financial Planning Group LLC | 217 | $1,126 | $980.84 | -$145.16 | -12.89% |