| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,400 | $87,489.36 | $87,311.66 | -$177.7 | -0.2% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 42,402 | $1.1M | $1.09M | -$6,721.34 | -0.61% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 13,264 | $340,445.76 | $340,618.19 | $172.43 | 0.05% |
| NW Nancy Williamson Helen Stephens Group LLC | 42,773 | $1.11M | $1.1M | -$9,710.22 | -0.88% |
| SM Sean Murray Quantum Financial Advisors LLC | 103,665 | $2.66M | $2.66M | -$2,996.33 | -0.11% |
| BATS Exchange | US Country |