| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 14,709 | $446,930 | $445,903.33 | -$1,026.67 | -0.23% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 80,243 | $2.42M | $2.43M | $8,789.17 | 0.36% |
| JM Jacob Myrvik FSB PREMIER WEALTH MANAGEMENT Inc. | 9,530 | $290,260.02 | $289,044.9 | -$1,215.12 | -0.42% |
Shad Lamm Keystone Wealth Services LLC | 7,280 | $219,576.26 | $220,802.4 | $1,226.14 | 0.56% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 26,543 | $789,777.69 | $805,049.19 | $15,271.5 | 1.93% |
Andrea Butler Sequent Planning LLC | 13,027 | $394,328.15 | $395,108.91 | $780.76 | 0.2% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 13,339 | $404,177.79 | $403,904.92 | -$272.87 | -0.07% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 8,373 | $254,374.04 | $253,660.03 | -$714.01 | -0.28% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 860 | $25,533 | $26,070.9 | $537.9 | 2.11% |
QTR Family Wealth LLC QTR Family Wealth LLC | 10,378 | $311,374.01 | $314,764.74 | $3,390.73 | 1.09% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 7,501 | $226,228 | $227,392.81 | $1,164.81 | 0.51% |