| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 31,504 | $758,913 | $785,867.28 | $26,954.28 | 3.55% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 11,016 | $265,375.44 | $273,747.6 | $8,372.16 | 3.15% |
Sean Murray Quantum Financial Advisors LLC | 91,626 | $2.33M | $2.29M | -$44,438.61 | -1.91% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 10,456 | $251,876 | $260,145.28 | $8,269.28 | 3.28% |
David Maxey Heritage Family Offices, LLP | 11,124 | $282,882 | $277,488.18 | -$5,393.82 | -1.91% |
| AMEX Exchange | US Country |