| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 90,282 | $971,000 | $956,989.2 | -$14,010.8 | -1.44% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 17,400 | $193,364.5 | $185,310 | -$8,054.5 | -4.17% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 28,850 | $323,372 | $306,531.25 | -$16,840.75 | -5.21% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 1,230 | $14,416 | $13,161 | -$1,255 | -8.71% |
| DN Daniel Newman Noble Wealth Management PBC | 39,837 | $434,471.98 | $424,264.05 | -$10,207.93 | -2.35% |