| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 41,217 | $1.97M | $2.01M | $42,940.63 | 2.18% |
Jay Richards Investment Advisory Group LLC | 161,473 | $7.31M | $7.88M | $575,922.03 | 7.88% |
Sean Reitenbach Prosperity Consulting Group LLC | 26,284 | $1.16M | $1.28M | $123,310.95 | 10.67% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 9,280 | $421,496.7 | $453,281.6 | $31,784.9 | 7.54% |
Dalila Toledo Ascent Group LLC | 11,287 | $508,987.74 | $548,999.68 | $40,011.94 | 7.86% |
Kristofer Gray Integrity Financial Corp. /WA | 10,573 | $477,916.84 | $514,957.96 | $37,041.12 | 7.75% |
David T. Morgan High Net Worth Advisory Group LLC | 37,300 | $1.79M | $1.82M | $29,478 | 1.65% |
Dan Mohr Retireful LLC | 13,408 | $659,673.6 | $654,243.36 | -$5,430.24 | -0.82% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 5,468 | $242,311.66 | $266,072.88 | $23,761.22 | 9.81% |
Mark Fiskio Empirical Asset Management LLC | 5,682 | $245,107.25 | $276,429.3 | $31,322.05 | 12.78% |
Amanda Hawley Atria Wealth Solutions Inc. | 14,784 | $585,930.6 | $722,198.4 | $136,267.8 | 23.26% |
Rodrigo Diaz Plan Group Financial LLC | 4,514 | $194,048.91 | $220,238.06 | $26,189.15 | 13.5% |
Rachel Faulk Cape Investment Advisory Inc. | 410 | $20,454.38 | $20,028.5 | -$425.88 | -2.08% |
Mariana Coli Dunhill Financial LLC | 365 | $17,367 | $17,830.25 | $463.25 | 2.67% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 486 | $23,191.84 | $23,629.32 | $437.48 | 1.89% |
Matthew Zienty Cardinal Point Capital Management ULC | 4,454 | $205,319.82 | $216,932.07 | $11,612.25 | 5.66% |
G. Andrew Quinn AJ Advisors LLC | 283,095 | $13.53M | $13.77M | $240,487.43 | 1.78% |
Jessica Thayer Unique Wealth LLC | 15,237 | $681,533.65 | $740,975.31 | $59,441.66 | 8.72% |
| QS Quentin Stoker Gallacher Capital Management LLC | 15,912 | $701,477.99 | $775,789.56 | $74,311.57 | 10.59% |
| BP Brett Pohl Kingdom Financial Group LLC | 2,145 | $107,014 | $104,332.8 | -$2,681.2 | -2.51% |