| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 1.12M | $12.59M | $12.7M | $108,883.94 | 0.86% |
Daniel L. Lippincott Karpus Management Inc. | 19,211 | $219,735.22 | $216,315.86 | -$3,419.36 | -1.56% |
Joseph Castro Nuveen LLC | 16,077 | $180,223 | $181,027.02 | $804.02 | 0.45% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 10,939 | $119,309.39 | $123,173.14 | $3,863.75 | 3.24% |
Ira Ravitz Beverly Hills Private Wealth LLC | 335,921 | $3.76M | $3.83M | $75,752.67 | 2.02% |
Kevin Orr Centennial Bank/AR/ | 1,500 | $16,365 | $17,055 | $690 | 4.22% |
Amir Har-El Savvy Advisors, Inc. | 14,545 | $166,104 | $164,794.85 | -$1,309.15 | -0.79% |
Rob Dainard Hara Capital LLC | 307,689 | $3.4M | $3.5M | $99,318.82 | 2.92% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 22,315 | $257,738 | $251,266.9 | -$6,471.1 | -2.51% |
| TM Thomas Morgan Corps Capital Advisors LLC | 19,000 | $213,085 | $215,270 | $2,185 | 1.03% |
Basepoint Wealth LLC Basepoint Wealth LLC | 19,472 | $270,834.77 | $221,447.27 | -$49,387.5 | -18.24% |