| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 68,937 | $713,495.6 | $703,502.08 | -$9,993.52 | -1.4% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 6.94M | $86.48M | $70.88M | -$15.61M | -18.05% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,814 | $32,138.13 | $28,716.87 | -$3,421.26 | -10.65% |
Daniel L. Lippincott Karpus Management Inc. | 121,250 | $1.22M | $1.24M | $13,337.5 | 1.09% |
Jeff Ameen Spire Wealth Management | 283 | $3,127.15 | $2,900.75 | -$226.4 | -7.24% |
John Mezzasalma Mezzasalma Advisors LLC | 36,808 | $385,578.95 | $375,625.64 | -$9,953.31 | -2.58% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 617,201 | $6.39M | $6.3M | -$83,178.27 | -1.3% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 13,236 | $133,726.14 | $135,073.38 | $1,347.24 | 1.01% |
| RWL Richard W. Lowrie Park Edge Advisors LLC | 24,605 | $265,680.33 | $250,847.97 | -$14,832.36 | -5.58% |
| KM Kyle Minges Broyhill Asset Management | 32,500 | $339,950 | $331,012.5 | -$8,937.5 | -2.63% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,758 | $19,039 | $17,949.18 | -$1,089.82 | -5.72% |
Courtney Haddad Concurrent Investment Advisors, LLC | 32,284 | $341,231.97 | $328,812.54 | -$12,419.43 | -3.64% |
Owen McCabe Tyche Wealth Partners LLC | 11,000 | $113,520 | $112,035 | -$1,485 | -1.31% |
Margaret Nickens Elm3 Financial Group, LLC | 11,400 | $119,704 | $116,109 | -$3,595 | -3% |
Michael Bailey MGB Wealth Management, LLC | 29,079 | $317,542.62 | $296,751.19 | -$20,791.43 | -6.55% |
Joe Miller Miller Financial Services LLC | 13,000 | $135,980 | $132,600 | -$3,380 | -2.49% |
| CLJ Cathy Lynne Juilfs ACCREDITED INVESTOR SERVICES, LLC | 11,501 | $123,290.66 | $117,252.69 | -$6,037.97 | -4.9% |
Teresa Coleman Creekside Partners | 19,311 | $206,931.08 | $197,068.75 | -$9,862.33 | -4.77% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 280 | $2,828 | $2,870 | $42 | 1.49% |
Neil Azous Rareview Capital LLC | 367,912 | $3.86M | $3.75M | -$113,969.15 | -2.95% |