| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 193,118 | $2.2M | $1.82M | -$388,170.79 | -17.62% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 533,037 | $5.98M | $5.27M | -$706,441.36 | -11.81% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 500 | $5,420 | $4,700 | -$720 | -13.28% |
Daniel L. Lippincott Karpus Management Inc. | 3.6M | $41.11M | $35.82M | -$5.3M | -12.88% |
| JL Jeremiah Ludington Mainstay Capital Management LLC /ADV | 1,250 | $16,750 | $11,750 | -$5,000 | -29.85% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 710,957 | $7.51M | $6.83M | -$685,604.52 | -9.13% |
| BO Brian Oliveira Clear Street Group Inc. | 2,044 | $23,322 | $19,888.32 | -$3,433.68 | -14.72% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1.41M | $17.22M | $13.77M | -$3.45M | -20.01% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 788 | $8,587.56 | $7,407.2 | -$1,180.36 | -13.74% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 47,652 | $499,961.17 | $472,707.84 | -$27,253.33 | -5.45% |
David Bach River Street Advisors LLC | 11,182 | $120,990 | $109,807.24 | -$11,182.76 | -9.24% |
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 53,035 | $566,944.65 | $519,743 | -$47,201.65 | -8.33% |
Eugene Donato KENNEDY INVESTMENT GROUP | 39,174 | $410,543.19 | $382,534.11 | -$28,009.08 | -6.82% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,500 | $33,355 | $32,900 | -$455 | -1.36% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 24,433 | $257,975.04 | $235,534.12 | -$22,440.92 | -8.7% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 2.88M | $31.34M | $28.14M | -$3.2M | -10.22% |
Chris M. Frantz Catalina Capital Group, LLC | 27,513 | $286,631.88 | $270,177.66 | -$16,454.22 | -5.74% |
| CLJ Cathy Lynne Juilfs ACCREDITED INVESTOR SERVICES, LLC | 10,042 | $107,349.02 | $96,804.88 | -$10,544.14 | -9.82% |
Neil Azous Rareview Capital LLC | 169,976 | $1.75M | $1.63M | -$122,382.55 | -6.98% |
| DN Daniel Newman Noble Wealth Management PBC | 68,350 | $741,438.75 | $676,665 | -$64,773.75 | -8.74% |