| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John P. Quinn Vermillion & White Wealth Management Group LLC | 260,026 | $6.56M | $6.42M | -$135,266.93 | -2.06% |
Michael Stulic Astoria Portfolio Advisors LLC | 1.68M | $42.36M | $41.48M | -$881,151.4 | -2.08% |
Richard W. Lowrie Park Edge Advisors LLC | 174,786 | $4.39M | $4.32M | -$76,512.99 | -1.74% |
Jeffrey Steele Silverlake Wealth Management LLC | 91,091 | $2.31M | $2.25M | -$57,275.41 | -2.48% |
D. Garet Strange Hobbs Group Advisors, LLC | 839,138 | $21.2M | $20.89M | -$309,223.32 | -1.46% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 19,588 | $492,230.28 | $486,977.27 | -$5,253.01 | -1.07% |
| OPW Oregon Pacific Wealth Management LLC Oregon Pacific Wealth Management LLC | 267,164 | $6.77M | $6.63M | -$144,414.81 | -2.13% |
| PWM Puff Wealth Management LLC Puff Wealth Management LLC | 275,328 | $6.94M | $6.83M | -$111,586.5 | -1.61% |
| PR Peter Recchia 4Wealth Advisors Inc. | 8,525 | $214,702 | $211,420 | -$3,282 | -1.53% |