| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daren Blonski Fermata Advisors LLC | 39,255 | $856,454.23 | $928,420 | $71,965.77 | 8.4% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 10,917 | $267,269.99 | $257,968.71 | -$9,301.28 | -3.48% |
Gregg Zeoli Empire Financial Management Company LLC | 42,343 | $1.04M | $1.01M | -$33,374.47 | -3.21% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,874 | $67,851.93 | $67,941.36 | $89.43 | 0.13% |
Robert Santos Arrowroot Family Office, LLC | 75,272 | $1.7M | $1.79M | $89,949.78 | 5.3% |
| OPW Oregon Pacific Wealth Management LLC Oregon Pacific Wealth Management LLC | 14,648 | $344,285.05 | $347,011.12 | $2,726.07 | 0.79% |
Clark Asset Management LLC Clark Asset Management LLC | 9,352 | $207,589 | $221,184.15 | $13,595.15 | 6.55% |