| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 558,299 | $7.35M | $7.31M | -$33,448.7 | -0.46% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,904 | $39,134.8 | $38,042.4 | -$1,092.4 | -2.79% |
Amanda Hawley Atria Wealth Solutions Inc. | 16,647 | $218,312.35 | $217,909.23 | -$403.12 | -0.18% |
Daniel Guy Ethos Financial Group LLC | 18,567 | $261,679.79 | $243,042.03 | -$18,637.76 | -7.12% |
| KB Kyle Bubeck TrueMark Investments LLC | 77,909 | $1.09M | $1.02M | -$69,770.18 | -6.4% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 85,465 | $1.11M | $1.12M | $13,674.4 | 1.24% |
| CMM Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 33,280 | $477,077.49 | $435,635.2 | -$41,442.29 | -8.69% |
J. Kemp Sawers Uptown Financial Advisors LLC | 17,320 | $247,638.48 | $227,065.2 | -$20,573.28 | -8.31% |