| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Coordinated Financial Services Inc. Coordinated Financial Services, Inc./CO | 6,650 | $227,031 | $250,971 | $23,940 | 10.54% |
DAVID REICHERT Atlatl Advisers LLC | 33,446 | $2.05M | $1.26M | -$784,977.63 | -38.34% |
| HAS Hayley A. Snell LRI Investments, LLC | 18,125 | $916,906.07 | $684,037.5 | -$232,868.57 | -25.4% |
David Millar Gen-Wealth Partners Inc | 2,310 | $90,170.65 | $87,179.4 | -$2,991.25 | -3.32% |
Ronald Loyd Richardson VISTA INVESTMENT PARTNERS LLC | 5,765 | $286,232 | $217,571.1 | -$68,660.9 | -23.99% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 7,784 | $359,031.08 | $293,768.16 | -$65,262.92 | -18.18% |
Jade Eagles WEALTHGARDEN F.S. LLC | 9,015 | $402,218.85 | $340,226.1 | -$61,992.75 | -15.41% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 33,917 | $1.3M | $1.28M | -$23,062.42 | -1.77% |
Beth Steinhaus Breakwater Investment Management | 253 | $10,734.2 | $9,548.22 | -$1,185.98 | -11.05% |
Wesley W. Melbrod M Wealth Management, LLC | 12,373 | $475,371 | $466,957.02 | -$8,413.98 | -1.77% |
Mark R. Satkoski Midwest Capital Advisors, LLC | 333 | $20,383 | $12,567.42 | -$7,815.58 | -38.34% |
Dodd Disler Sagace Wealth Management LLC | 37,002 | $2.25M | $1.4M | -$852,904.43 | -37.92% |
Argentarii LLC Argentarii, LLC | 16,559 | $796,381.93 | $624,936.66 | -$171,445.27 | -21.53% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 9,079 | $548,461.82 | $342,641.46 | -$205,820.36 | -37.53% |
Andrew Bowers BridgePort Financial Solutions, LLC | 27,044 | $1.45M | $1.02M | -$424,902.41 | -29.39% |
Carmen McClennon WR Wealth Planners, LLC | 1,206 | $45,330.28 | $45,514.44 | $184.16 | 0.41% |
Matthew Richmond Richmond Investment Services, LLC | 13,382 | $849,846.02 | $505,036.68 | -$344,809.34 | -40.57% |
Nathan Edwards IMG Wealth Management, Inc. | 3,840 | $187,822.57 | $144,921.6 | -$42,900.97 | -22.84% |
David A Rozenson Fairscale Capital, LLC | 590 | $20,142.6 | $22,266.6 | $2,124 | 10.54% |
Heather Fowler A4 Wealth Advisors LLC | 26,552 | $1.29M | $1M | -$289,729.51 | -22.43% |