| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daren Blonski Fermata Advisors LLC | 14,342 | $443,497.34 | $456,649.28 | $13,151.94 | 2.97% |
Rachel Faulk Cape Investment Advisory Inc. | 23 | $726 | $728.64 | $2.64 | 0.36% |
Jacob Going Alpine Bank Wealth Management | 31,295 | $1.13M | $993,115.53 | -$139,955.1 | -12.35% |
Jefferson H. West Legacy Investment Solutions LLC | 109,347 | $3.34M | $3.48M | $139,481.97 | 4.17% |