| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Richard W. Lowrie Park Edge Advisors LLC | 27,555 | $827,082.84 | $997,491 | $170,408.16 | 20.6% |
| AWA Authentikos Wealth Advisory LLC Authentikos Wealth Advisory LLC | 82,774 | $2.67M | $3M | $322,836.24 | 12.08% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,500 | $61,695 | $46,752.75 | -$14,942.25 | -24.22% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 33,435 | $1.35M | $1.22M | -$134,285.29 | -9.94% |
| RFA Reyes Financial Architecture Inc. Reyes Financial Architecture Inc. | 234 | $9,748.68 | $8,517.6 | -$1,231.08 | -12.63% |
| HFI Holcombe Financial Inc. Holcombe Financial Inc. | 22,276 | $887,441.72 | $810,846.4 | -$76,595.32 | -8.63% |