| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 61,264 | $3.01M | $2.95M | -$54,181.88 | -1.8% |
Laurel Steward Mattson Financial Services, LLC | 327,954 | $16.04M | $15.81M | -$234,753.21 | -1.46% |
Gregory A. Brown Brown Financial Advisors | 216,939 | $10.56M | $10.53M | -$34,844.69 | -0.33% |
| PWL Paladin Wealth LLC Paladin Wealth LLC | 125,458 | $6.17M | $6.05M | -$121,805.1 | -1.97% |
| OPW Oregon Pacific Wealth Management LLC Oregon Pacific Wealth Management LLC | 76,636 | $3.79M | $3.69M | -$97,554.01 | -2.57% |
Howard Bailey Securities LLC Howard Bailey Securities LLC | 10,376 | $522,177.34 | $501,627.72 | -$20,549.62 | -3.94% |
Doug Robinson Lord & Richards Wealth Management LLC | 111,171 | $5.45M | $5.36M | -$95,873.42 | -1.76% |
| PWM Puff Wealth Management LLC Puff Wealth Management LLC | 62,570 | $3.08M | $3.02M | -$65,362.65 | -2.12% |
| MO Matthew Ottusch Cushing Capital Partners LLC | 58,798 | $2.85M | $2.83M | -$15,696.9 | -0.55% |