| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,373 | $87,375.18 | $87,124.59 | -$250.59 | -0.29% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 140,732 | $3.64M | $3.64M | -$2,461.25 | -0.07% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 13,998 | $360,717.81 | $361,568.34 | $850.53 | 0.24% |
| NW Nancy Williamson Helen Stephens Group LLC | 42,421 | $1.11M | $1.1M | -$10,447.57 | -0.94% |
| SM Sean Murray Quantum Financial Advisors LLC | 110,543 | $2.85M | $2.85M | $3,704.59 | 0.13% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 24,659 | $636,931 | $636,325.49 | -$605.51 | -0.1% |
Jeffrey Steele Silverlake Wealth Management LLC | 19,350 | $499,810 | $499,326.75 | -$483.25 | -0.1% |
| NB Nicholas Brown Granite Harbor Advisors Inc. | 21,085 | $549,475 | $544,098.42 | -$5,376.58 | -0.98% |
Alexandra Stickelman Root Financial Partners, LLC | 130 | $3,358 | $3,354.65 | -$3.35 | -0.1% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 10,074 | $262,528.63 | $259,959.57 | -$2,569.06 | -0.98% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 44,092 | $1.13M | $1.14M | $11,131.44 | 0.99% |
Bradley Wilson Crews Bank & Trust | 11,300 | $288,138.13 | $291,879 | $3,740.87 | 1.3% |
| JH Julie Hazzard 10Elms LLP | 6,820 | $174,307.93 | $176,024.2 | $1,716.27 | 0.98% |
Tim Thomas Members Wealth LLC | 25,390 | $658,805.84 | $655,315.9 | -$3,489.94 | -0.53% |
Buddy Levy Nestegg Advisors Inc. | 30,109 | $770,425.3 | $776,511.11 | $6,085.81 | 0.79% |
| SVW Sarver Vrooman Wealth Advisors Sarver Vrooman Wealth Advisors | 1,571 | $40,886.41 | $40,547.51 | -$338.9 | -0.83% |