| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 19,906 | $1.01M | $1.01M | -$1,728.51 | -0.17% |
| ME Matthew Ellis Planning Directions Inc | 41,769 | $2.14M | $2.11M | -$24,858 | -1.16% |
Landaas & Company Landaas & Co | 22,354 | $1.14M | $1.13M | -$9,827.61 | -0.86% |
Jeff Ameen Spire Wealth Management | 3,455 | $175,218.57 | $174,477.5 | -$741.07 | -0.42% |
| EB Eric Becker Guardian Wealth Advisors LLC | 14,219 | $710,036.34 | $718,486.07 | $8,449.73 | 1.19% |
Carrie Delgott Wescott Financial Advisory Group LLC | 73,083 | $3.71M | $3.69M | -$13,073.32 | -0.35% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 10,768 | $548,608.24 | $543,784 | -$4,824.24 | -0.88% |
| BWA Boulder Wealth Advisors LLC Boulder Wealth Advisors LLC | 9,774 | $501,210.72 | $493,831.35 | -$7,379.37 | -1.47% |
| EW Eddie Wilcox Rollins Financial Advisors LLC | 154,656 | $7.86M | $7.81M | -$43,971.76 | -0.56% |
| NK Nancy Kay Cross Staff Investments Inc. | 9,485 | $470,757.36 | $479,419.32 | $8,661.96 | 1.84% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 5,481 | $280,972.8 | $276,982.33 | -$3,990.47 | -1.42% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 76,413 | $3.83M | $3.86M | $27,204.36 | 0.71% |
| ER Edgerly Roberts Eagle Bluffs Wealth Management LLC | 14,866 | $746,583.4 | $751,327.64 | $4,744.24 | 0.64% |
Arlie W. Green Fortress Wealth Management Inc. | 5,235 | $261,541.94 | $264,576.9 | $3,034.96 | 1.16% |
| MW Michelle Wells Darrow Company Inc. | 13,965 | $699,705.75 | $705,791.1 | $6,085.35 | 0.87% |
| HGL Herbst Group LLC Herbst Group LLC | 6,855 | $347,274.3 | $346,417.42 | -$856.88 | -0.25% |
| TG Tyler Glazier New Millennium Group LLC | 50,254 | $2.57M | $2.54M | -$28,925.35 | -1.13% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 5,955 | $303,839 | $300,935.92 | -$2,903.08 | -0.96% |
| SD Stefan Demuth Ameliora Wealth Management Ltd. | 50,237 | $2.49M | $2.54M | $50,657.45 | 2.04% |
Jay Richards Investment Advisory Group LLC | 16,253 | $811,999.85 | $821,345.35 | $9,345.5 | 1.15% |