| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 2.87M | $26.68M | $26.46M | -$214,976.69 | -0.81% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,202 | $29,362.66 | $29,522.44 | $159.78 | 0.54% |
| MC mike Chen Byrne Asset Management LLC | 158,970 | $1.43M | $1.47M | $33,383.7 | 2.33% |
Courtney Haddad Concurrent Investment Advisors, LLC | 28,481 | $267,783.24 | $262,594.82 | -$5,188.42 | -1.94% |
Chris Chatto Encompass More Asset Management | 13,866 | $132,607.39 | $127,844.52 | -$4,762.87 | -3.59% |
Alan Gilmore Private Wealth Management Group, LLC | 420 | $3,785 | $3,872.4 | $87.4 | 2.31% |
Chris M. Frantz Catalina Capital Group, LLC | 10,929 | $103,161 | $100,765.38 | -$2,395.62 | -2.32% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 400 | $3,832 | $3,688 | -$144 | -3.76% |
Neil Azous Rareview Capital LLC | 183,467 | $1.75M | $1.69M | -$54,424.58 | -3.12% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 6,803 | $61,295 | $62,723.66 | $1,428.66 | 2.33% |
| KAB Katie A. Bruno Morey & Quinn Wealth Partners LLC | 63,431 | $583,023.83 | $584,833.82 | $1,809.99 | 0.31% |
Nicole Reese WPG Advisers LLC | 151 | $1,390.04 | $1,392.22 | $2.18 | 0.16% |