| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MWM Mindset Wealth Management LLC Mindset Wealth Management LLC | 6,870 | $280,756.1 | $274,593.9 | -$6,161.97 | -2.19% |
| JHW Jefferson H. West Legacy Investment Solutions LLC | 44 | $1,245 | $1,245.2 | - | - |
| LWM Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 47 | $1,282.39 | $1,022.72 | -$259.58 | -20.24% |
| CW Chung Wu Chung Wu Investment Group LLC | 4,000 | $176,080 | $159,880 | -$16,200 | -9.2% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 18 | $391.91 | $391.86 | - | - |