| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 32,013 | $928,700 | $819,532.8 | -$109,167.2 | -11.75% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 305,676 | $8.59M | $7.81M | -$784,764.24 | -9.13% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 5,233 | $139,004.92 | $133,509.01 | -$5,495.91 | -3.95% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 67,688 | $1.64M | $1.72M | $83,554.06 | 5.1% |
Jessica Thayer Unique Wealth LLC | 11,156 | $278,119 | $284,366.44 | $6,247.44 | 2.25% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,500 | $43,515 | $38,160 | -$5,355 | -12.31% |
Christopher C. Powers Farther Finance Advisors, LLC | 23,559 | $606,308.21 | $601,058.41 | -$5,249.8 | -0.87% |
Nicholas Jeffries M3 Advisory Group, LLC | 10,699 | $242,478 | $273,573.43 | $31,095.43 | 12.82% |
Kevyn Hill Hilltop National Bank | 800 | $17,256 | $20,384 | $3,128 | 18.13% |
Lee Larson Everstar Asset Management, LLC | 29,015 | $747,136.7 | $741,333.25 | -$5,803.45 | -0.78% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 128,821 | $3.04M | $3.29M | $255,444.69 | 8.41% |
MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 5,663 | $155,257.04 | $144,633.02 | -$10,624.02 | -6.84% |
| AH Allen Hamilton Liberty Square Wealth Partners LLC | 11,339 | $270,857.14 | $289,938.23 | $19,081.09 | 7.04% |
Kilter Group LLC Kilter Group LLC | 1,000 | $26,380 | $25,550 | -$830 | -3.15% |
Chancellor Financial Group WB LP Chancellor Financial Group WB LP | 13,539 | $327,549.13 | $346,192.23 | $18,643.1 | 5.69% |
Benjamin S. Smith Smith Asset Management Co LLC | 52,564 | $1.24M | $1.34M | $94,954.36 | 7.64% |
William F. Blake PMG Family Office LLC | 33,671 | $881,290.28 | $861,640.89 | -$19,649.39 | -2.23% |