| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 193,118 | $2.2M | $2.13M | -$75,319.63 | -3.42% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 533,037 | $5.98M | $5.84M | -$138,756.95 | -2.32% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 500 | $5,420 | $5,480 | $60 | 1.11% |
Daniel L. Lippincott Karpus Management Inc. | 3.6M | $41.11M | $40.03M | -$1.08M | -2.63% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 599,669 | $6.45M | $6.52M | $74,181.64 | 1.15% |
| BO Brian Oliveira Clear Street Group Inc. | 2,044 | $23,322 | $22,361.36 | -$960.64 | -4.12% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1.41M | $17.22M | $15.44M | -$1.78M | -10.34% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 788 | $8,587.56 | $8,573.44 | -$14.12 | -0.16% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 47,652 | $499,961.17 | $518,453.76 | $18,492.59 | 3.7% |
David Bach River Street Advisors LLC | 11,182 | $120,990 | $121,660.16 | $670.16 | 0.55% |
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 53,035 | $566,944.65 | $577,020.8 | $10,076.15 | 1.78% |
Eugene Donato KENNEDY INVESTMENT GROUP | 39,174 | $410,543.19 | $426,213.12 | $15,669.93 | 3.82% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 24,433 | $257,975.04 | $269,251.66 | $11,276.62 | 4.37% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 2.88M | $31.34M | $31.54M | $199,985.92 | 0.64% |
Chris M. Frantz Catalina Capital Group, LLC | 27,513 | $286,631.88 | $299,341.44 | $12,709.56 | 4.43% |
| CLJ Cathy Lynne Juilfs ACCREDITED INVESTOR SERVICES, LLC | 10,042 | $107,349.02 | $110,763.26 | $3,414.24 | 3.18% |
Neil Azous Rareview Capital LLC | 169,976 | $1.75M | $1.85M | $96,886.49 | 5.53% |
| DN Daniel Newman Noble Wealth Management PBC | 68,341 | $741,352.98 | $743,550.08 | $2,197.1 | 0.3% |
Nicole Reese WPG Advisers LLC | 627 | $6,848.38 | $6,915.81 | $67.43 | 0.98% |
Benjamin S. Smith Smith Asset Management Co LLC | 18,203 | $197,867 | $198,048.64 | $181.64 | 0.09% |