| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 332,463 | $7.33M | $7.05M | -$275,949.78 | -3.77% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 7,250 | $156,124.56 | $153,772.5 | -$2,352.06 | -1.51% |
Daniel L. Lippincott Karpus Management Inc. | 211,237 | $4.48M | $4.38M | -$101,023.77 | -2.25% |
| RS Richard Stram Marino, Stram & Associates LLC | 1,304 | $21,951.93 | $27,657.84 | $5,705.91 | 25.99% |
Jeff Ameen Spire Wealth Management | 9,589 | $196,298.87 | $201,369 | $5,070.13 | 2.58% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 42,291 | $928,287.45 | $888,111 | -$40,176.45 | -4.33% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 2,965 | $71,011.75 | $61,034.52 | -$9,977.23 | -14.05% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 28,734 | $580,163.71 | $603,414 | $23,250.29 | 4.01% |
Paul Elam Oak Harbor Wealth Partners LLC | 14,947 | $351,254.64 | $310,000.78 | -$41,253.86 | -11.74% |
Jonathan Straus Commons Capital LLC | 19,370 | $444,450.07 | $405,220.4 | -$39,229.67 | -8.83% |
Mark Fiskio Empirical Asset Management LLC | 13,011 | $275,035.69 | $268,677.15 | -$6,358.54 | -2.31% |
Amanda Hawley Atria Wealth Solutions Inc. | 9,566 | $208,361.92 | $200,886 | -$7,475.92 | -3.59% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,113 | $26,734.46 | $23,272.83 | -$3,461.63 | -12.95% |
Bert D. Barre Colonial Trust Co. / SC | 17,764 | $423,494.2 | $371,978.16 | -$51,516.04 | -12.16% |
Lucas Mosher SP Asset Management LLC | 9,124 | $201,085 | $189,505.48 | -$11,579.52 | -5.76% |
Denise Reinert CGC Financial Services, LLC | 3,002 | $63,342 | $62,178.32 | -$1,163.68 | -1.84% |
Christopher C. Powers Farther Finance Advisors, LLC | 23,030 | $479,947.44 | $488,466.3 | $8,518.86 | 1.77% |
Owen McCabe Tyche Wealth Partners LLC | 26,439 | $495,274.48 | $547,155.1 | $51,880.62 | 10.48% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 12,099 | $265,826.03 | $250,751.77 | -$15,074.26 | -5.67% |
Ashley Meredith Abel Hall, LLC | 19,000 | $418,760 | $396,910 | -$21,850 | -5.22% |