| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AB Anthony Bruccoleri Equitable Holdings Inc. | 15,109 | $532,290.07 | $548,879.75 | $16,589.68 | 3.12% |
John P. Quinn Vermillion & White Wealth Management Group LLC | 597,457 | $14.67M | $21.29M | $6.62M | 45.14% |
Loyd Stegent Stegent Equity Advisors Inc. | 116,739 | $4.11M | $4.05M | -$60,120.59 | -1.46% |
Michael Stulic Astoria Portfolio Advisors LLC | 1.63M | $45.61M | $58.04M | $12.44M | 27.27% |
Jeffrey Steele Silverlake Wealth Management LLC | 64,841 | $1.92M | $2.31M | $388,622.42 | 20.22% |
D. Garet Strange Hobbs Group Advisors, LLC | 1.1M | $29.35M | $39.58M | $10.23M | 34.85% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 37,142 | $1.31M | $1.29M | -$22,009.66 | -1.68% |
| OPW Oregon Pacific Wealth Management LLC Oregon Pacific Wealth Management LLC | 297,176 | $8.23M | $10.65M | $2.42M | 29.43% |
WealthTrak Capital Management LLC WealthTrak Capital Management LLC | 7,418 | $222,169.49 | $265,786.94 | $43,617.45 | 19.63% |
| PWM Puff Wealth Management LLC Puff Wealth Management LLC | 193,875 | $5.41M | $6.95M | $1.53M | 28.32% |