| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 448 | $31,487.2 | $29,742.72 | -$1,744.48 | -5.54% |
| LN Louis Navellier NAVELLIER & ASSOCIATES Inc. | 57,021 | $3.61M | $3.96M | $348,550.35 | 9.66% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 39,761 | $3.11M | $2.7M | -$410,452.62 | -13.19% |
| KGS Kelsey G. Stevens First National Bank Sioux Falls | 4,215 | $272,457.68 | $279,833.85 | $7,376.17 | 2.71% |
| BG Bart Gancher Intech Investment Management LLC | 5,666 | $496,672.98 | $390,840.68 | -$105,832.3 | -21.31% |
| JAZ John A. Zaro, III Bourgeon Capital Management LLC | 145,375 | $9.39M | $9.92M | $529,100.08 | 5.64% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 5,983 | $449,224.65 | $412,707.34 | -$36,517.31 | -8.13% |
| CD Charlie Durham Sterling Capital Management LLC | 131 | $8,371.41 | $8,697.09 | $325.68 | 3.89% |
Anthony Scaramucci SkyBridge Capital II LLC | 2,674 | $203,598 | $185,789.52 | -$17,808.48 | -8.75% |
Michelle Dubey Yousif Capital Management LLC | 7,349 | $533,698.7 | $506,934.02 | -$26,764.68 | -5.01% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 12,064 | $823,544.1 | $812,570.72 | -$10,973.38 | -1.33% |
Joseph Castro Nuveen LLC | 463,138 | $33.04M | $30.75M | -$2.3M | -6.95% |
Brian Baylis Bell Investment Advisors Inc. | 48 | $3,252.27 | $3,311.04 | $58.77 | 1.81% |
Bobby Adusumilli SJS Investment Consulting Inc. | 32 | $2,261.31 | $2,207.36 | -$53.95 | -2.39% |
Candace Cavalier Congress Wealth Management LLC / DE / | 86,498 | $7.3M | $5.88M | -$1.42M | -19.51% |
Ana-Maria Ignat Covestor Ltd | 1,324 | $93,293.53 | $91,329.52 | -$1,964.01 | -2.11% |
Samantha Pierangeli City State Bank | 480 | $30,988.8 | $33,494.4 | $2,505.6 | 8.09% |
W. Travis McKinney HB Wealth Management LLC | 3,456 | $263,139.84 | $238,394.88 | -$24,744.96 | -9.4% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 3,877 | $262,425.61 | $264,469.55 | $2,043.94 | 0.78% |
William Jollie Quent Capital LLC | 218 | $13,686.04 | $15,037.64 | $1,351.6 | 9.88% |