| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 274,463 | $9.63M | $9.38M | -$247,000.29 | -2.57% |
| NA Nizar Araji National Bank Of Canada /FI/ | 67 | $2,338.97 | $2,299.44 | -$39.53 | -1.69% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 26,603 | $931,637.06 | $909,024.51 | -$22,612.55 | -2.43% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 9,123 | $318,483.93 | $311,778.52 | -$6,705.41 | -2.11% |
Timothy J. Landolt Endowment Wealth Management Inc. | 113,659 | $3.49M | $3.91M | $416,718.9 | 11.94% |
| CF Cheryl Fluker Members Advisory Group LLC | 311,190 | $10.31M | $10.6M | $287,892.49 | 2.79% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 562,823 | $18.29M | $19.28M | $996,159.81 | 5.45% |
Kenyon Lederer Pinnacle Wealth Management LLC | 405,922 | $12.89M | $13.81M | $921,442.94 | 7.15% |
| KB Kimberly Byrne Bill Few Associates Inc. | 84,557 | $2.74M | $2.92M | $183,009.14 | 6.68% |
| LV Leah Vaden Redwood Financial Network Corp. | 25,601 | $856,341.79 | $878,623.76 | $22,281.97 | 2.6% |
Rachel Faulk Cape Investment Advisory Inc. | 400 | $14,028 | $13,724 | -$304 | -2.17% |
| SFC Swisher Financial Concepts Inc. Swisher Financial Concepts Inc. | 20,513 | $652,750.83 | $702,262.55 | $49,511.72 | 7.59% |
Moises Valladares Insigneo Advisory Services LLC | 9,300 | $326,151 | $316,432.5 | -$9,718.5 | -2.98% |
| NH Nathaniel Holden Core Wealth Partners LLC | 6,890 | $241,632 | $236,809.3 | -$4,822.7 | -2% |
Annmarie Young KPP Advisory Services LLC | 16,811 | $589,562 | $573,591.32 | -$15,970.68 | -2.71% |
Courtney Haddad Concurrent Investment Advisors, LLC | 27,351 | $959,200 | $932,395.59 | -$26,804.41 | -2.79% |
United Advisor Group LLC United Advisor Group, LLC | 11,324 | $368,985.5 | $385,355.72 | $16,370.22 | 4.44% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 10,938 | $383,505.34 | $375,698.42 | -$7,806.92 | -2.04% |
Nicole Davis Northwest Financial Advisors | 1.68M | $58.78M | $57.25M | -$1.53M | -2.59% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 16,882 | $478,418.98 | $576,435.89 | $98,016.91 | 20.49% |