| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DGS D. Garet Strange Hobbs Group Advisors, LLC | 1.05M | $27.76M | $38.31M | $10.55M | 38.01% |
| OPW Oregon Pacific Wealth Management LLC Oregon Pacific Wealth Management LLC | 304,450 | $8.4M | $11.08M | $2.67M | 31.84% |
| WCM WealthTrak Capital Management LLC WealthTrak Capital Management LLC | 7,418 | $222,169.49 | $269,866.84 | $47,697.35 | 21.47% |
| PWM Puff Wealth Management LLC Puff Wealth Management LLC | 167,608 | $4.46M | $6.1M | $1.64M | 36.74% |