| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 780 | $8,830 | $8,825.7 | -$4.3 | -0.05% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 2.75M | $32.25M | $31.15M | -$1.1M | -3.4% |
| YA Yinka Akinsola Blue Trust Inc. | 1,950 | $22,971 | $22,093.5 | -$877.5 | -3.82% |
Jeff Ameen Spire Wealth Management | 2,500 | $30,575 | $28,287.5 | -$2,287.5 | -7.48% |
Daniel Guy Ethos Financial Group LLC | 15,718 | $191,177.52 | $178,242.12 | -$12,935.4 | -6.77% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 11,167 | $122,055 | $125,070.4 | $3,015.4 | 2.47% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 329,670 | $4.04M | $3.74M | -$303,042.41 | -7.5% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 14,109 | $159,432 | $159,854.97 | $422.97 | 0.27% |
| DN Daniel Newman Noble Wealth Management PBC | 600 | $7,068.05 | $6,798 | -$270.05 | -3.82% |