| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Neisy Arnez Drucker Wealth 3.0, LLC | 78,110 | $5.91M | $5.93M | $18,852.02 | 0.32% |
| OPW Oregon Pacific Wealth Management LLC Oregon Pacific Wealth Management LLC | 2,996 | $226,977.05 | $228,040.54 | $1,063.49 | 0.47% |
Retirement Wealth Solutions LLC Retirement Wealth Solutions LLC | 1 | $75.71 | $76.12 | $0.41 | 0.54% |
| IFA Investor's Fiduciary Advisor Network LLC Investor's Fiduciary Advisor Network LLC | 2,927 | $229,418.26 | $222,788.6 | -$6,629.66 | -2.89% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 8,636 | $658,132.17 | $657,102.88 | -$1,029.29 | -0.16% |
Note Advisors LLC Note Advisors LLC | 9,310 | $704,860 | $708,258.25 | $3,398.25 | 0.48% |
Topsail Wealth Management LLC Topsail Wealth Management LLC | 14,687 | $1.11M | $1.12M | $4,238.77 | 0.38% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 37,765 | $2.93M | $2.87M | -$60,612.83 | -2.07% |