| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 399,721 | $711,499.98 | $695,514.54 | -$15,985.44 | -2.25% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 19.05M | $33.94M | $33.33M | -$613,299.62 | -1.81% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 207,751 | $417,322.18 | $363,564.25 | -$53,757.93 | -12.88% |
Bulldog Investors Bulldog Investors LLP | 863,300 | $1.54M | $1.49M | -$43,165 | -2.81% |
Shawn M. McHugh WealthTrust Asset Management LLC | 19,797 | $37,614.3 | $34,644.75 | -$2,969.55 | -7.89% |
| BO Brian Oliveira Clear Street Group Inc. | 552,053 | $982,654.01 | $955,051.69 | -$27,602.32 | -2.81% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 132,162 | $305,258.77 | $231,283.5 | -$73,975.27 | -24.23% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4,490 | $9,069.8 | $7,857.5 | -$1,212.3 | -13.37% |
Sara S. Alexander Sonora Investment Management Group LLC | 40,000 | $98,674.33 | $70,000 | -$28,674.33 | -29.06% |
Michelle McCarthy Vantage Financial Partners LLC | 10,644 | $24,153.63 | $18,627 | -$5,526.63 | -22.88% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 25,363 | $44,639 | $44,385.25 | -$253.75 | -0.57% |
| PIL PFG Investments LLC PFG Investments LLC | 22,630 | $45,712.51 | $39,602.5 | -$6,110.01 | -13.37% |
| KB Kyle Bubeck TrueMark Investments LLC | 114,081 | $203,064 | $199,641.75 | -$3,422.25 | -1.69% |
Christopher C. Powers Farther Finance Advisors, LLC | 105 | $187 | $183.75 | -$3.25 | -1.74% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 11,718 | $20,858 | $20,272.14 | -$585.86 | -2.81% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 15,000 | $30,900 | $25,950 | -$4,950 | -16.02% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 1,400 | $2,884 | $2,450 | -$434 | -15.05% |
Neil Azous Rareview Capital LLC | 1.05M | $1.86M | $1.83M | -$31,361.94 | -1.69% |
VestGen Advisors LLC VestGen Advisors LLC | 38,735 | $73,596.5 | $68,173.6 | -$5,422.9 | -7.37% |
| JZ Joel Zerbe Vista Cima Wealth Management LLC | 11,000 | $23,080 | $19,052 | -$4,028 | -17.45% |