| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jonathan Yarger Yarger Wealth Strategies LLC | 22,727 | $1.16M | $1.17M | $3,850.46 | 0.33% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 39,413 | $2.03M | $2.03M | -$1,077.62 | -0.05% |
Michael Hackman HFG Advisors Inc. | 24,604 | $1.26M | $1.26M | $5,135.16 | 0.41% |
Russell Mohberg Regatta Capital Group LLC | 5,459 | $280,865.55 | $280,674.48 | -$191.07 | -0.07% |
Missy Straw Nilsine Partners LLC | 258,269 | $13.27M | $13.28M | $6,636.18 | 0.05% |
Penny Paul Andina Capital Management LLC | 62,689 | $3.22M | $3.22M | $5,821.31 | 0.18% |
| DW Darren Woolson Asset Allocation Strategies LLC | 195,826 | $10.03M | $10.07M | $34,259.72 | 0.34% |
| CMD Chris M. Denholm Objective Capital Management LLC | 17,545 | $900,021.7 | $901,725.27 | $1,703.57 | 0.19% |
Jim Clark Worth Asset Management LLC | 25,699 | $1.32M | $1.32M | $1,101.63 | 0.08% |
Amanda Hawley Atria Wealth Solutions Inc. | 9,254 | $474,636.34 | $475,655.6 | $1,019.26 | 0.21% |
Kevin Zemann WealthPlan Investment Management LLC | 401,923 | $20.58M | $20.65M | $75,435.13 | 0.37% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 11,376 | $585,864.41 | $584,897.04 | -$967.37 | -0.17% |
Victoria Latham Fiduciary Alliance LLC | 109,855 | $5.64M | $5.65M | $8,285.09 | 0.15% |
Parker Johnson Cooper Capital Advisors LLC | 512,528 | $26.28M | $26.35M | $66,865.14 | 0.25% |
Stephen Smith Kestra Investment Management LLC | 202,779 | $10.38M | $10.43M | $43,259.41 | 0.42% |
Scott Register Register Financial Advisors LLC | 7,274 | $373,372.76 | $374,028.35 | $655.59 | 0.18% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 44,863 | $2.3M | $2.31M | $6,505.14 | 0.28% |
Jeffrey Hanson Breakwater Capital Group | 57,050 | $2.93M | $2.93M | $2,977.28 | 0.1% |
Moises Valladares Insigneo Advisory Services LLC | 15,689 | $803,561.6 | $806,627.97 | $3,066.37 | 0.38% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 213,996 | $10.97M | $11M | $33,043.96 | 0.3% |