| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 64,422 | $666,900.82 | $642,287.34 | -$24,613.48 | -3.69% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 17,870 | $182,630 | $182,988.8 | $358.8 | 0.2% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 6.99M | $86.99M | $71.59M | -$15.4M | -17.7% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,615 | $29,035.72 | $26,777.6 | -$2,258.12 | -7.78% |
Daniel L. Lippincott Karpus Management Inc. | 120,175 | $1.21M | $1.23M | $14,421 | 1.19% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 20,447 | $218,123.88 | $208,968.34 | -$9,155.54 | -4.2% |
John Mezzasalma Mezzasalma Advisors LLC | 35,842 | $375,474.59 | $367,738.92 | -$7,735.67 | -2.06% |
| BO Brian Oliveira Clear Street Group Inc. | 5,664 | $57,886 | $57,999.36 | $113.36 | 0.2% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 877,138 | $9.04M | $8.98M | -$62,549.5 | -0.69% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 13,236 | $133,726.14 | $131,962.92 | -$1,763.22 | -1.32% |
Richard W. Lowrie Park Edge Advisors LLC | 24,605 | $265,680.33 | $245,311.85 | -$20,368.48 | -7.67% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,758 | $19,039 | $17,527.26 | -$1,511.74 | -7.94% |
Jae Cho Marex Group plc | 51,000 | $521,220 | $521,220 | - | - |
Courtney Haddad Concurrent Investment Advisors, LLC | 32,284 | $341,231.97 | $321,871.48 | -$19,360.49 | -5.67% |
Owen McCabe Tyche Wealth Partners LLC | 11,000 | $113,520 | $109,670 | -$3,850 | -3.39% |
Michael Bailey MGB Wealth Management, LLC | 29,079 | $317,542.62 | $289,917.63 | -$27,624.99 | -8.7% |
Joe Miller Miller Financial Services LLC | 13,000 | $135,980 | $129,610 | -$6,370 | -4.68% |
| CLJ Cathy Lynne Juilfs ACCREDITED INVESTOR SERVICES, LLC | 11,861 | $126,969.85 | $118,254.17 | -$8,715.68 | -6.86% |
Teresa Coleman Creekside Partners | 19,357 | $207,401.19 | $192,989.29 | -$14,411.9 | -6.95% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 280 | $2,828 | $2,791.6 | -$36.4 | -1.29% |