| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WB William Bromley Innova Wealth Partners | 65,464 | $1.36M | $1.37M | $16,414.13 | 1.21% |
| RS Rebecca Stapp Stapp Wealth Management, Pllc | 128,143 | $2.66M | $2.69M | $29,857.32 | 1.12% |
Jae Cho Marex Group plc | 399,787 | $8.4M | $8.39M | -$8,669.81 | -0.1% |
| OPW Oregon Pacific Wealth Management LLC Oregon Pacific Wealth Management LLC | 86,028 | $1.79M | $1.81M | $20,087.72 | 1.12% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 62,532 | $1.33M | $1.31M | -$18,288 | -1.37% |