| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RK Russell Kartub Insight Inv LLC | 39,326 | $3.14M | $3.1M | -$42,460.63 | -1.35% |
| TG Tyler Glazier New Millennium Group LLC | 8 | $620.38 | $629.88 | $9.5 | 1.53% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 4,034 | $319,775.18 | $317,657.33 | -$2,117.85 | -0.66% |
Brian Ramsay Wealthspan Partners LLC | 115,279 | $9.1M | $9.08M | -$19,595.08 | -0.22% |
Ana-Maria Ignat Covestor Ltd | 181 | $14,251.38 | $14,243.79 | -$7.59 | -0.05% |
Kathryn Brown Morton Brown Family Wealth LLC | 69,894 | $5.42M | $5.5M | $79,614.75 | 1.47% |
John Gorlow Cardiff Park Advisors LLC | 63,259 | $4.99M | $4.98M | -$7,675.19 | -0.15% |
| EL Eric Lai Archvest Wealth Advisors Inc. | 3,030 | $240,188.1 | $238,582.2 | -$1,605.9 | -0.67% |
| CC Cheung Chan Chemistry Wealth Management LLC | 25,255 | $1.97M | $1.99M | $20,074.97 | 1.02% |
| JK Joshua Kirby Guardian Wealth Management Inc. | 65,551 | $5.17M | $5.16M | -$7,694.98 | -0.15% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 6,667 | $531,934.9 | $524,926.24 | -$7,008.66 | -1.32% |
Jay Richards Investment Advisory Group LLC | 25,419 | $1.97M | $2M | $30,300.42 | 1.54% |
| JL James Langer Redmont Wealth Advisors LLC | 38,014 | $2.99M | $2.99M | $2,716.66 | 0.09% |
| GS Gery Sadzewicz Forum Private Client Group LLC | 71,015 | $5.58M | $5.59M | $12,462.28 | 0.22% |
| SP Samantha Pierangeli City State Bank | 13,980 | $1.09M | $1.1M | $12,444.9 | 1.14% |
| MS Michael Schneck Gridiron Partners LLC | 10,961 | $875,069.59 | $863,014.33 | -$12,055.26 | -1.38% |
| EI Excelsior Investors Intelligent Financial Strategies | 39,037 | $3.12M | $3.07M | -$46,649.22 | -1.5% |
| MWM Marion Wealth Management Marion Wealth Management | 155,180 | $11.87M | $12.22M | $351,647.67 | 2.96% |
| WTM W. Travis McKinney HB Wealth Management LLC | 25,762 | $2.04M | $2.03M | -$8,656.41 | -0.43% |
Daniel Forbes Forbes Financial Planning Inc. | 204,881 | $15.95M | $16.13M | $179,010.09 | 1.12% |