| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Endelman Independent Wealth Network Inc. | 279,963 | $6.67M | $6.53M | -$133,136.25 | -2% |
Michael Stulic Astoria Portfolio Advisors LLC | 277,108 | $6.5M | $6.47M | -$34,696.01 | -0.53% |
| OPW Oregon Pacific Wealth Management LLC Oregon Pacific Wealth Management LLC | 33,417 | $772,283.92 | $779,852.53 | $7,568.61 | 0.98% |
| PWM Puff Wealth Management LLC Puff Wealth Management LLC | 105,775 | $2.52M | $2.47M | -$54,898.01 | -2.18% |
| DN Daniel Newman Noble Wealth Management PBC | 9,228 | $219,434.97 | $215,353.84 | -$4,081.13 | -1.86% |