| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 470 | $14,914.92 | $27,440.95 | $12,526.03 | 83.98% |
VestGen Advisors LLC VestGen Advisors LLC | 13,246 | $855,597.54 | $780,056.94 | -$75,540.6 | -8.83% |
| SK Samira Kadam Synergy Investment Management LLC | 977 | $73,753 | $57,428.06 | -$16,324.94 | -22.13% |
| RFL Rossby Financial LLC Rossby Financial LLC | 14,783 | $412,169.31 | $870,423.04 | $458,253.73 | 111.18% |
Brent Garcia Broadwater Capital Management LLC | 21 | $532 | $1,249.29 | $717.29 | 134.83% |