| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Coordinated Financial Services Inc. Coordinated Financial Services, Inc./CO | 8,290 | $303,799.42 | $384,365.85 | $80,566.43 | 26.52% |
DAVID REICHERT Atlatl Advisers LLC | 2,232 | $78,811.92 | $102,426.48 | $23,614.56 | 29.96% |
| HAS Hayley A. Snell LRI Investments, LLC | 35,000 | $1.53M | $1.63M | $96,521.95 | 6.29% |
David Millar Gen-Wealth Partners Inc | 2,423 | $94,512.12 | $111,433.77 | $16,921.65 | 17.9% |
Ronald Loyd Richardson VISTA INVESTMENT PARTNERS LLC | 4,494 | $164,653.7 | $207,398.1 | $42,744.4 | 25.96% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 10,051 | $447,316.25 | $468,276.09 | $20,959.84 | 4.69% |
Jade Eagles WEALTHGARDEN F.S. LLC | 13,524 | $561,431.64 | $626,161.2 | $64,729.56 | 11.53% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 44,632 | $1.68M | $2.06M | $377,214.35 | 22.43% |
Beth Steinhaus Breakwater Investment Management | 253 | $10,734.2 | $11,592.46 | $858.26 | 8% |
Jay Kasting Landing Point Financial Group, LLC | 16,318 | $576,188.58 | $761,316.29 | $185,127.71 | 32.13% |
Wesley W. Melbrod M Wealth Management, LLC | 9,746 | $372,886.57 | $448,267.27 | $75,380.7 | 20.22% |
Mark R. Satkoski Midwest Capital Advisors, LLC | 333 | $20,383 | $15,364.62 | -$5,018.38 | -24.62% |
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 10,710 | $378,170.1 | $494,159.4 | $115,989.3 | 30.67% |
Dodd Disler Sagace Wealth Management LLC | 35,592 | $2.16M | $1.66M | -$504,630.31 | -23.33% |
Argentarii LLC Argentarii, LLC | 16,310 | $784,019.07 | $752,543.4 | -$31,475.67 | -4.01% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 47,238 | $1.83M | $2.2M | $368,520.74 | 20.13% |
Andrew Bowers BridgePort Financial Solutions, LLC | 27,205 | $1.45M | $1.25M | -$199,933.91 | -13.78% |
Carmen McClennon WR Wealth Planners, LLC | 1,974 | $86,072.79 | $92,077.23 | $6,004.44 | 6.98% |
Matthew Richmond Richmond Investment Services, LLC | 8,769 | $494,926.37 | $407,758.5 | -$87,167.87 | -17.61% |
Nathan Edwards IMG Wealth Management, Inc. | 3,826 | $187,167.23 | $175,192.54 | -$11,974.69 | -6.4% |