| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AB Anthony Bruccoleri Equitable Holdings Inc. | 15,109 | $532,290.07 | $531,383.53 | -$906.54 | -0.17% |
John P. Quinn Vermillion & White Wealth Management Group LLC | 597,457 | $14.67M | $21.04M | $6.37M | 43.44% |
Michael Stulic Astoria Portfolio Advisors LLC | 1.63M | $45.61M | $57M | $11.39M | 24.99% |
Jeffrey Steele Silverlake Wealth Management LLC | 66,270 | $1.97M | $2.33M | $354,229.79 | 17.95% |
D. Garet Strange Hobbs Group Advisors, LLC | 1.1M | $29.35M | $38.37M | $9.02M | 30.72% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 37,142 | $1.31M | $1.31M | -$5,110.05 | -0.39% |
| OPW Oregon Pacific Wealth Management LLC Oregon Pacific Wealth Management LLC | 304,371 | $8.49M | $10.69M | $2.2M | 25.9% |
WealthTrak Capital Management LLC WealthTrak Capital Management LLC | 17,363 | $583,382.11 | $611,542.22 | $28,160.11 | 4.83% |
| PWM Puff Wealth Management LLC Puff Wealth Management LLC | 218,101 | $6.29M | $7.68M | $1.4M | 22.19% |