| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daren Blonski Fermata Advisors LLC | 14,323 | $442,895.61 | $459,768.3 | $16,872.69 | 3.81% |
| JG Jacob Going Alpine Bank Wealth Management | 18,854 | $721,031.66 | $601,433.17 | -$119,598.49 | -16.59% |
Courtney Holt Compound Planning, Inc. | 22,831 | $798,071.14 | $728,298.17 | -$69,772.97 | -8.74% |
Jefferson H. West Legacy Investment Solutions LLC | 109,347 | $3.34M | $3.44M | $102,303.99 | 3.06% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 589 | $20,485.35 | $18,553.5 | -$1,931.85 | -9.43% |
| PWA Papamarkou Wellner Asset Management Inc. Papamarkou Wellner Asset Management Inc. | 8,300 | $288,419 | $264,893.67 | -$23,525.33 | -8.16% |