| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JHW Jefferson H. West Legacy Investment Solutions LLC | 19,111 | $464,780.27 | $237,549.73 | -$227,230.54 | -48.89% |
| LWM Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 18,819 | $437,505.16 | $233,920.17 | -$203,584.99 | -46.53% |