| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathleen Halliwell DMKC Advisory Services LLC | 817,806 | $40.71M | $40.65M | -$61,368.67 | -0.15% |
| WRC William Reid Culp III TAGStone Capital Inc. | 9,138 | $451,674.67 | $454,249.98 | $2,575.31 | 0.57% |
| DC Dominic Corabi Wedmont Private Capital | 5,859 | $292,950 | $291,160.66 | -$1,789.34 | -0.61% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 2,515 | $125,221.85 | $124,995.75 | -$226.1 | -0.18% |
| PS Patrick Severson TrueWealth Financial Partners | 40,967 | $2.04M | $2.04M | -$3,682.93 | -0.18% |
Jonathan Yarger Yarger Wealth Strategies LLC | 39,456 | $1.97M | $1.96M | -$5,454.24 | -0.28% |
Clint Dunn Beaird Harris Wealth Management LLC | 10,191 | $503,915.04 | $506,492.7 | $2,577.66 | 0.51% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 12,857 | $640,150.03 | $639,057.18 | -$1,092.85 | -0.17% |
Brian Ramsay Wealthspan Partners LLC | 92,021 | $4.58M | $4.57M | -$8,281.89 | -0.18% |
John Gorlow Cardiff Park Advisors LLC | 22,844 | $1.13M | $1.14M | $2,341.47 | 0.21% |
Andrew Burkey Joseph Group Capital Management | 22,825 | $1.13M | $1.13M | $4,578.28 | 0.41% |
Brett Lee Planning Center Inc. | 5,499 | $274,235.13 | $273,300.3 | -$934.83 | -0.34% |
| WTM W. Travis McKinney HB Wealth Management LLC | 39,559 | $1.97M | $1.97M | -$3,082.23 | -0.16% |
| RM Russell Mohberg Regatta Capital Group LLC | 17,372 | $864,426.65 | $863,301.54 | -$1,125.11 | -0.13% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 5,191 | $259,320.72 | $257,966.74 | -$1,353.98 | -0.52% |
| FCI Family CFO Inc Family CFO Inc | 8,585 | $428,729.9 | $426,631.57 | -$2,098.33 | -0.49% |
Mark Vicencio Lowery Thomas LLC | 85,623 | $4.27M | $4.25M | -$13,698.23 | -0.32% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 104,030 | $5.19M | $5.17M | -$17,232.86 | -0.33% |
Craig Johnsen Fortitude Advisory Group LLC | 548,519 | $27.34M | $27.26M | -$77,523.66 | -0.28% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 163,530 | $8.14M | $8.13M | -$13,158.68 | -0.16% |