| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 322 | $15,727.51 | $12,390.56 | -$3,336.95 | -21.22% |
Kyle P. Smith NewEdge Wealth LLC | 9,620 | $353,246.4 | $370,177.6 | $16,931.2 | 4.79% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 164 | $7,102.08 | $6,430.44 | -$671.64 | -9.46% |
Alexandra Stickelman Root Financial Partners, LLC | 28 | $1,028 | $1,090.18 | $62.18 | 6.05% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 3 | $125.2 | $115.69 | -$9.51 | -7.6% |
Cura Wealth Advisors LLC Cura Wealth Advisors LLC | 8,622 | $381,092 | $332,895.42 | -$48,196.58 | -12.65% |