| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 3.2M | $29.69M | $29.77M | $76,044.42 | 0.26% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 59,845 | $557,339.6 | $554,164.7 | -$3,174.9 | -0.57% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,202 | $29,362.66 | $29,170.22 | -$192.44 | -0.66% |
| MC mike Chen Byrne Asset Management LLC | 158,970 | $1.43M | $1.45M | $15,897 | 1.11% |
William Jollie Quent Capital LLC | 825 | $7,598.25 | $7,614.75 | $16.5 | 0.22% |
Courtney Haddad Concurrent Investment Advisors, LLC | 28,481 | $267,783.24 | $259,461.91 | -$8,321.33 | -3.11% |
Chris Chatto Encompass More Asset Management | 13,963 | $133,500.78 | $127,202.93 | -$6,297.85 | -4.72% |
Alan Gilmore Private Wealth Management Group, LLC | 25,260 | $232,561.79 | $230,118.6 | -$2,443.19 | -1.05% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 17,769 | $163,653 | $165,429.39 | $1,776.39 | 1.09% |
Chris M. Frantz Catalina Capital Group, LLC | 10,929 | $103,161 | $99,563.19 | -$3,597.81 | -3.49% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 400 | $3,832 | $3,644 | -$188 | -4.91% |
Neil Azous Rareview Capital LLC | 201,234 | $1.91M | $1.83M | -$80,646.7 | -4.21% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 6,803 | $61,295 | $61,975.33 | $680.33 | 1.11% |
| KAB Katie A. Bruno Morey & Quinn Wealth Partners LLC | 61,031 | $560,967.85 | $555,992.41 | -$4,975.44 | -0.89% |
Nicole Reese WPG Advisers LLC | 142 | $1,307.32 | $1,303.56 | -$3.76 | -0.29% |