| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daren Blonski Fermata Advisors LLC | 14,323 | $442,895.61 | $460,140.7 | $17,245.09 | 3.89% |
Jacob Going Alpine Bank Wealth Management | 27,249 | $1M | $925,926.47 | -$79,007.3 | -7.86% |
Courtney Holt Compound Planning, Inc. | 24,546 | $857,717.53 | $788,564.8 | -$69,152.73 | -8.06% |
Jefferson H. West Legacy Investment Solutions LLC | 109,347 | $3.34M | $3.51M | $170,755.21 | 5.11% |