| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 72,853 | $1.53M | $1.46M | -$76,680 | -5% |
| CGP Corey G. Prestidge Hilltop Holdings Inc. | 95,000 | $1.97M | $1.91M | -$66,168 | -3.36% |
| WB William Bromley Innova Wealth Partners | 65,464 | $1.36M | $1.32M | -$41,848.83 | -3.08% |
| RS Rebecca Stapp Stapp Wealth Management, Pllc | 129,765 | $2.69M | $2.6M | -$98,149.38 | -3.64% |
Jae Cho Marex Group plc | 399,787 | $8.4M | $8.03M | -$372,475.98 | -4.43% |
| OPW Oregon Pacific Wealth Management LLC Oregon Pacific Wealth Management LLC | 86,319 | $1.79M | $1.74M | -$53,301.62 | -2.97% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 49,064 | $1.04M | $986,186.4 | -$57,173.57 | -5.48% |