| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 89,517 | $842,883.54 | $813,261.94 | -$29,621.6 | -3.51% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 10.86M | $105.59M | $98.55M | -$7.04M | -6.67% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,860 | $28,656.11 | $16,870.2 | -$11,785.91 | -41.13% |
Daniel L. Lippincott Karpus Management Inc. | 1.88M | $18.27M | $17.04M | -$1.23M | -6.74% |
Mack, Connie Clarity Financial LLC | 34,508 | $361,367.78 | $313,160.1 | -$48,207.68 | -13.34% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 349,001 | $3.26M | $3.16M | -$96,151.02 | -2.95% |
Bert D. Barre Colonial Trust Co. / SC | 2,538 | $23,248.08 | $23,006.97 | -$241.11 | -1.04% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 122,729 | $1.24M | $1.11M | -$123,007.76 | -9.96% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,699 | $36,673.98 | $33,734.88 | -$2,939.1 | -8.01% |
JORDAN GREEN Valley Financial Group, Inc. | 20,572 | $220,902.14 | $186,279.46 | -$34,622.68 | -15.67% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 500 | $4,970 | $4,550 | -$420 | -8.45% |
Neil Azous Rareview Capital LLC | 55,308 | $537,594 | $504,132.42 | -$33,461.58 | -6.22% |
Heather Scully NWF Advisory Services Inc. | 65,150 | $695,281.15 | $595,471 | -$99,810.15 | -14.36% |
| IAL Intellus Advisors LLC Intellus Advisors LLC | 32,904 | $332,212.49 | $301,894.2 | -$30,318.29 | -9.13% |
Ameriflex Group Inc. Ameriflex Group Inc. | 1,000 | $9,940 | $9,170 | -$770 | -7.75% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 13,443 | $128,087.3 | $123,272.31 | -$4,814.99 | -3.76% |