| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 12,536 | $321,424 | $317,787.6 | -$3,636.4 | -1.13% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 148,383 | $3.83M | $3.76M | -$74,316.41 | -1.94% |
| SM Sean Murray Quantum Financial Advisors LLC | 10,604 | $271,687.76 | $268,440.26 | -$3,247.5 | -1.2% |
David Silver INSTRUMENTAL WEALTH, LLC | 91,787 | $2.4M | $2.33M | -$69,684.56 | -2.91% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 1,000 | $25,632 | $25,320 | -$312 | -1.22% |
Michael Ryan Michael S. Ryan, Inc. | 70,199 | $1.8M | $1.78M | -$19,676.39 | -1.09% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 92,163 | $2.39M | $2.33M | -$54,757.63 | -2.29% |
| LC Leslie Childs MB Levis & Associates LLC | 535,802 | $13.95M | $13.58M | -$366,606.69 | -2.63% |
| SVW Sarver Vrooman Wealth Advisors Sarver Vrooman Wealth Advisors | 10,124 | $263,629 | $256,602.9 | -$7,026.1 | -2.67% |