| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 607,252 | $7.05M | $6.32M | -$730,979.81 | -10.36% |
| MBV Matthew B. Vawter NATIONS FINANCIAL GROUP Inc., /IA/ /ADV | 60,800 | $749,488.6 | $633,536 | -$115,952.6 | -15.47% |
| RAS Robert A. Saperstein Guggenheim Capital LLC | 502,148 | $6.26M | $5.23M | -$1.03M | -16.42% |
| FP Frank Poli COHEN & STEERS Inc. | 149,996 | $2.04M | $1.56M | -$473,422.98 | -23.25% |
Bulldog Investors Bulldog Investors LLP | 185,505 | $2.01M | $1.93M | -$79,767.15 | -3.97% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 14,671 | $181,083.73 | $153,091.88 | -$27,991.85 | -15.46% |
| BO Brian Oliveira Clear Street Group Inc. | 218 | $2,372 | $2,282.46 | -$89.54 | -3.77% |
Daniel Guy Ethos Financial Group LLC | 13,499 | $161,890.75 | $140,524.59 | -$21,366.16 | -13.2% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 196,187 | $2.13M | $2.05M | -$88,284.58 | -4.14% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 638,687 | $7.33M | $6.67M | -$656,772.7 | -8.96% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 196,950 | $2.32M | $2.06M | -$264,468.68 | -11.38% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 350 | $4,200 | $3,661 | -$539 | -12.83% |
| DN Daniel Newman Noble Wealth Management PBC | 4,950 | $57,717 | $51,554.25 | -$6,162.75 | -10.68% |