| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 7,566 | $376,711.14 | $374,479.17 | -$2,231.97 | -0.59% |
Brian Ramsay Wealthspan Partners LLC | 177,091 | $8.82M | $8.77M | -$49,620.24 | -0.56% |
John Gorlow Cardiff Park Advisors LLC | 22,904 | $1.14M | $1.13M | -$2,015.09 | -0.18% |
Andrew Burkey Joseph Group Capital Management | 19,981 | $989,769.86 | $989,159.4 | -$610.46 | -0.06% |
Brett Lee Planning Center Inc. | 5,499 | $274,235.13 | $272,255.49 | -$1,979.64 | -0.72% |
W. Travis McKinney HB Wealth Management LLC | 34,561 | $1.72M | $1.71M | -$11,039.76 | -0.64% |
Russell Mohberg Regatta Capital Group LLC | 19,938 | $992,162.13 | $987,331.75 | -$4,830.38 | -0.49% |
| FCI Family CFO Inc Family CFO Inc | 9,643 | $481,397.14 | $477,280.28 | -$4,116.86 | -0.86% |
Allison Tronnes Forum Financial Management LP | 7,535 | $375,080.11 | $373,133.2 | -$1,946.91 | -0.52% |
Mark Vicencio Lowery Thomas LLC | 103,799 | $5.17M | $5.14M | -$35,574.88 | -0.69% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 95,489 | $4.76M | $4.73M | -$32,021.55 | -0.67% |
| CMD Chris M. Denholm Objective Capital Management LLC | 5,200 | $257,660 | $257,426 | -$234 | -0.09% |
Craig Johnsen Fortitude Advisory Group LLC | 533,344 | $26.58M | $26.39M | -$189,992.24 | -0.71% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 462,039 | $23M | $22.88M | -$119,388.77 | -0.52% |
| TL Tradewinds LLC Tradewinds LLC | 1,004 | $49,979.12 | $49,723.1 | -$256.02 | -0.51% |
| RWM Ruedi Wealth Management Inc. Ruedi Wealth Management Inc. | 10,263 | $505,890.74 | $507,967.18 | $2,076.44 | 0.41% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 5,339 | $266,256.2 | $264,364.86 | -$1,891.34 | -0.71% |
Mariana Coli Dunhill Financial LLC | 1,018 | $50,762 | $50,370.64 | -$391.36 | -0.77% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 2,960 | $146,659 | $146,556.7 | -$102.3 | -0.07% |
David Kennon David Kennon Inc | 355,522 | $17.61M | $17.6M | -$15,333.62 | -0.09% |