| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 841,576 | $12.24M | $11.02M | -$1.21M | -9.9% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 325 | $4,524 | $4,215.25 | -$308.75 | -6.82% |
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 77,737 | $1.12M | $1.02M | -$101,985.48 | -9.11% |
Penny A. Phillips Journey Strategic Wealth LLC | 89,111 | $1.3M | $1.17M | -$135,588.67 | -10.4% |
Michael Schneck Gridiron Partners LLC | 32,714 | $488,965.94 | $426,914.43 | -$62,051.51 | -12.69% |
Amanda Hawley Atria Wealth Solutions Inc. | 62,055 | $978,826.44 | $812,920.5 | -$165,905.94 | -16.95% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 31,526 | $443,571 | $412,981.14 | -$30,589.86 | -6.9% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,064 | $59,091 | $52,710.08 | -$6,380.92 | -10.8% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 60,745 | $845,570.64 | $795,759.5 | -$49,811.14 | -5.89% |
Chris M. Frantz Catalina Capital Group, LLC | 13,597 | $202,161.7 | $178,052.71 | -$24,108.99 | -11.93% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 13,250 | $191,415 | $173,443.82 | -$17,971.18 | -9.39% |
Teresa Coleman Creekside Partners | 101,576 | $1.54M | $1.33M | -$213,024.31 | -13.79% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 300 | $4,524 | $3,930 | -$594 | -13.13% |
Neil Azous Rareview Capital LLC | 227,782 | $3.26M | $2.97M | -$283,927.04 | -8.72% |
Elizabeth Arce Sovran Advisors LLC | 15,552 | $226,601.91 | $203,731.2 | -$22,870.71 | -10.09% |
| IAL IFC Advisors LLC IFC Advisors LLC | 24,280 | $341,620 | $317,825.2 | -$23,794.8 | -6.97% |
| DN Daniel Newman Noble Wealth Management PBC | 117,405 | $1.72M | $1.54M | -$176,821.5 | -10.3% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 171,667 | $2.61M | $2.25M | -$360,669.58 | -13.82% |
Redwood Park Advisors LLC Redwood Park Advisors LLC | 9,765 | $154,084.8 | $127,978.14 | -$26,106.66 | -16.94% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 4,050 | $62,071.53 | $53,075.25 | -$8,996.28 | -14.49% |