| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 4,046 | $222,934.6 | $225,766.8 | $2,832.2 | 1.27% |
Michael Stulic Astoria Portfolio Advisors LLC | 7,216 | $390,530 | $402,292.72 | $11,762.72 | 3.01% |
Victoria Latham Fiduciary Alliance LLC | 4,033 | $222,181.7 | $225,373.72 | $3,192.02 | 1.44% |
| OPW Oregon Pacific Wealth Management LLC Oregon Pacific Wealth Management LLC | 4,958 | $260,825 | $278,143.8 | $17,318.8 | 6.64% |