| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Teresa Coleman Creekside Partners | 11,144 | $442,099 | $450,993.33 | $8,894.33 | 2.01% |
David Levy Diversified Enterprises LLC | 14,389 | $578,454.98 | $582,178.94 | $3,723.96 | 0.64% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 5,289 | $209,815 | $214,574.73 | $4,759.73 | 2.27% |
Matthew D. Copley Copley Financial Group Inc. | 11,139 | $345,496.41 | $449,124.48 | $103,628.07 | 29.99% |
| JS Jeffrey Socha Entrewealth LLC | 39,266 | $1.28M | $1.59M | $309,528.98 | 24.22% |
| BIM Brentview Investment Management LLC Brentview Investment Management LLC | 1,000 | $30,425 | $40,130 | $9,705 | 31.9% |
Purkiss Capital Advisors LLC Purkiss Capital Advisors LLC | 13,600 | $545,559.95 | $551,752 | $6,192.05 | 1.13% |
Rossby Financial LLC Rossby Financial LLC | 346 | $14,103.91 | $13,961.1 | -$142.81 | -1.01% |
Mascagni Wealth Management Inc. Mascagni Wealth Management Inc. | 20,744 | $840,321.93 | $839,302.24 | -$1,019.69 | -0.12% |
| AS Aryn Sands GK Wealth Management LLC | 253 | $10,097 | $10,335.05 | $238.05 | 2.36% |
Justin Boggs Optima Capital LLC | 46,778 | $1.86M | $1.9M | $43,036.02 | 2.32% |