| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Endelman Independent Wealth Network Inc. | 265,184 | $6.32M | $6.29M | -$34,326.07 | -0.54% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 204,652 | $4.81M | $4.85M | $39,085.47 | 0.81% |
| OPW Oregon Pacific Wealth Management LLC Oregon Pacific Wealth Management LLC | 30,911 | $712,588 | $729,654.15 | $17,066.15 | 2.39% |
| PWM Puff Wealth Management LLC Puff Wealth Management LLC | 105,775 | $2.52M | $2.5M | -$24,963.68 | -0.99% |
| DN Daniel Newman Noble Wealth Management PBC | 9,228 | $219,434.97 | $217,734.66 | -$1,700.31 | -0.77% |