| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daren Blonski Fermata Advisors LLC | 38,190 | $831,027.35 | $924,579.9 | $93,552.55 | 11.26% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 10,917 | $267,269.99 | $264,300.57 | -$2,969.42 | -1.11% |
Gregg Zeoli Empire Financial Management Company LLC | 42,343 | $1.04M | $1.05M | $8,968.53 | 0.86% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,874 | $67,851.93 | $69,579.54 | $1,727.61 | 2.55% |
Robert Santos Arrowroot Family Office, LLC | 75,272 | $1.7M | $1.82M | $124,951.26 | 7.36% |
| OPW Oregon Pacific Wealth Management LLC Oregon Pacific Wealth Management LLC | 14,648 | $344,285.05 | $354,628.08 | $10,343.03 | 3% |
| CAM Clark Asset Management LLC Clark Asset Management LLC | 9,352 | $207,589 | $226,411.92 | $18,822.92 | 9.07% |