| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daren Blonski Fermata Advisors LLC | 38,190 | $831,027.35 | $929,353.65 | $98,326.3 | 11.83% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 10,917 | $267,269.99 | $266,382.44 | -$887.55 | -0.33% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,698 | $87,305.64 | $89,584.05 | $2,278.41 | 2.61% |
Robert Santos Arrowroot Family Office, LLC | 84,514 | $1.91M | $2.04M | $138,602.66 | 7.27% |
| OPW Oregon Pacific Wealth Management LLC Oregon Pacific Wealth Management LLC | 14,582 | $342,665.86 | $351,061.65 | $8,395.79 | 2.45% |
| CAM Clark Asset Management LLC Clark Asset Management LLC | 9,352 | $207,589 | $225,991.08 | $18,402.08 | 8.86% |