| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 182,339 | $1.67M | $1.68M | $10,940.98 | 0.65% |
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 89,517 | $842,883.54 | $796,701.3 | -$46,182.24 | -5.48% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 11.94M | $115.51M | $109.74M | -$5.77M | -5% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,861 | $28,665.28 | $17,102.59 | -$11,562.69 | -40.34% |
Daniel L. Lippincott Karpus Management Inc. | 1.86M | $18.06M | $16.74M | -$1.32M | -7.3% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 23,825 | $228,657.94 | $214,663.25 | -$13,994.69 | -6.12% |
Mack, Connie Clarity Financial LLC | 34,508 | $361,367.78 | $307,121.2 | -$54,246.58 | -15.01% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1.3M | $11.99M | $11.88M | -$109,812.95 | -0.92% |
Bert D. Barre Colonial Trust Co. / SC | 2,538 | $23,248.08 | $23,349.6 | $101.52 | 0.44% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 122,729 | $1.24M | $1.09M | -$143,258.04 | -11.59% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,791 | $37,517.56 | $33,739.9 | -$3,777.66 | -10.07% |
Jae Cho Marex Group plc | 43,685 | $400,591 | $393,601.85 | -$6,989.15 | -1.74% |
JORDAN GREEN Valley Financial Group, Inc. | 20,572 | $220,902.14 | $185,353.72 | -$35,548.42 | -16.09% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 500 | $4,970 | $4,450 | -$520 | -10.46% |
Neil Azous Rareview Capital LLC | 55,308 | $537,594 | $492,241.2 | -$45,352.8 | -8.44% |
Heather Scully NWF Advisory Services Inc. | 64,050 | $683,534.25 | $570,045 | -$113,489.25 | -16.6% |
| IAL Intellus Advisors LLC Intellus Advisors LLC | 40,365 | $400,630.04 | $368,532.45 | -$32,097.59 | -8.01% |
Ameriflex Group Inc. Ameriflex Group Inc. | 1,000 | $9,940 | $9,010 | -$930 | -9.36% |