| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jaclyn Gilbert SAXON INTERESTS Inc. | 6,560 | $331,315.24 | $375,166.4 | $43,851.16 | 13.24% |
Sam Sweitzer Anson Capital Inc. | 4,116 | $186,364.48 | $233,809.38 | $47,444.9 | 25.46% |
| RS Radon Stancil POM Investment Strategies LLC | 242 | $12,470.99 | $13,794 | $1,323.01 | 10.61% |
Shaun Peterson Peterson Wealth Services | 80 | $4,123.2 | $4,560.4 | $437.2 | 10.6% |
Sara S. Alexander Sonora Investment Management Group LLC | 4,314 | $194,130 | $245,941.14 | $51,811.14 | 26.69% |
| JS Jeffrey Sjovall Phraction Management LLC | 5,870 | $311,168.7 | $335,940.1 | $24,771.4 | 7.96% |
Katherine Saltonstall Sandy Cove Advisors LLC | 4,074 | $205,218.32 | $233,684.64 | $28,466.32 | 13.87% |
Clint Dunn Beaird Harris Wealth Management LLC | 854 | $38,430 | $48,575.52 | $10,145.52 | 26.4% |
Caroline Jankowski Operose Advisors LLC | 744 | $37,200.78 | $42,307.56 | $5,106.78 | 13.73% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 9,001 | $399,166.57 | $511,571.83 | $112,405.26 | 28.16% |
Jay Richards Investment Advisory Group LLC | 7,859 | $390,021.65 | $449,770.57 | $59,748.92 | 15.32% |
Brian Kellett Kellett Wealth Advisors LLC | 12,676 | $621,275.24 | $720,757.36 | $99,482.12 | 16.01% |
Kathleen Thornhill Confluence Wealth Services Inc. | 17,677 | $906,787.38 | $1.01M | $98,591.99 | 10.87% |
James Langer Redmont Wealth Advisors LLC | 97,494 | $4.46M | $5.56M | $1.09M | 24.49% |
W. Travis McKinney HB Wealth Management LLC | 18,559 | $912,459.92 | $1.06M | $142,804.82 | 15.65% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 121,402 | $6M | $6.94M | $946,160.7 | 15.77% |
Courtney Lawson Autumn Glory Partners LLC | 31,624 | $1.35M | $1.81M | $459,107.6 | 33.99% |
William Jollie Quent Capital LLC | 2,082 | $108,347.28 | $118,382.52 | $10,035.24 | 9.26% |
Marc H. Stone Tyler-Stone Wealth Management | 117,438 | $5.97M | $6.69M | $723,710.19 | 12.12% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 11,610 | $573,766.5 | $664,440.3 | $90,673.8 | 15.8% |