| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 72,853 | $1.53M | $1.49M | -$46,526.14 | -3.03% |
| WB William Bromley Innova Wealth Partners | 65,464 | $1.36M | $1.34M | -$21,299.68 | -1.57% |
| RS Rebecca Stapp Stapp Wealth Management, Pllc | 129,765 | $2.69M | $2.65M | -$39,755.13 | -1.48% |
Jae Cho Marex Group plc | 399,787 | $8.4M | $8.25M | -$148,195.47 | -1.76% |
| OPW Oregon Pacific Wealth Management LLC Oregon Pacific Wealth Management LLC | 86,319 | $1.79M | $1.76M | -$29,658.85 | -1.66% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 49,064 | $1.04M | $1M | -$41,772.38 | -4% |