| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Endelman Independent Wealth Network Inc. | 279,963 | $6.67M | $6.04M | -$626,431.06 | -9.4% |
Michael Stulic Astoria Portfolio Advisors LLC | 277,108 | $6.5M | $5.98M | -$521,574.77 | -8.02% |
| OPW Oregon Pacific Wealth Management LLC Oregon Pacific Wealth Management LLC | 33,417 | $772,283.92 | $719,300.92 | -$52,983 | -6.86% |
| PWM Puff Wealth Management LLC Puff Wealth Management LLC | 128,465 | $3.02M | $2.76M | -$256,414.34 | -8.5% |
| DN Daniel Newman Noble Wealth Management PBC | 34,353 | $764,046.94 | $740,307.15 | -$23,739.79 | -3.11% |