| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SU Scott Ungar BlackDiamond Wealth Management LLC | 13,387 | $338,511.84 | $334,942.74 | -$3,569.1 | -1.05% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 1.31M | $33.09M | $32.79M | -$295,030 | -0.89% |
| RWL Richard W. Lowrie Park Edge Advisors LLC | 174,786 | $4.39M | $4.37M | -$19,707.54 | -0.45% |
Jeffrey Steele Silverlake Wealth Management LLC | 84,661 | $2.15M | $2.12M | -$26,969.31 | -1.26% |
D. Garet Strange Hobbs Group Advisors, LLC | 759,717 | $19.2M | $19.01M | -$195,673.41 | -1.02% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 742 | $18,649 | $18,564.84 | -$84.16 | -0.45% |
| OPW Oregon Pacific Wealth Management LLC Oregon Pacific Wealth Management LLC | 268,683 | $6.81M | $6.72M | -$88,895.18 | -1.31% |
| PWM Puff Wealth Management LLC Puff Wealth Management LLC | 275,328 | $6.94M | $6.89M | -$51,014.34 | -0.74% |