| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 10,423 | $284,852.78 | $246,816.64 | -$38,036.14 | -13.35% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 5,748 | $146,272.68 | $136,055.16 | -$10,217.52 | -6.99% |
| JC JT Casper ORLEANS CAPITAL MANAGEMENT Corp./LA | 84,450 | $2.34M | $2M | -$341,093.55 | -14.58% |
| JM John Malone Amundi | 298,444 | $8.24M | $7.02M | -$1.22M | -14.84% |
Jeff Ameen Spire Wealth Management | 29 | $637.42 | $649.6 | $12.18 | 1.91% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 30,198 | $939,744.36 | $676,435.2 | -$263,309.16 | -28.02% |
Joseph Castro Nuveen LLC | 273,530 | $6.38M | $6.43M | $53,079.26 | 0.83% |
Bobby Adusumilli SJS Investment Consulting Inc. | 26 | $581.66 | $582.4 | $0.74 | 0.13% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 12,051 | $269,219 | $283,319.01 | $14,100.01 | 5.24% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 9,775 | $218,373 | $218,960 | $587 | 0.27% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 58 | $1,274.84 | $1,299.2 | $24.36 | 1.91% |
Ana-Maria Ignat Covestor Ltd | 451 | $10,023.58 | $10,693.21 | $669.63 | 6.68% |
| JG John Ginter Callan Family Office LLC | 10,491 | $234,369 | $246,643.41 | $12,274.41 | 5.24% |
Mariana Coli Dunhill Financial LLC | 4,108 | $114,407 | $97,359.6 | -$17,047.4 | -14.9% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 7 | $156 | $167.23 | $11.23 | 7.2% |
Kelly Christopher Significant Wealth Partners LLC | 24,449 | $544,269.21 | $547,657.6 | $3,388.39 | 0.62% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 643 | $16,988.41 | $15,116.93 | -$1,871.48 | -11.02% |
David Smith Linden Thomas Advisory Services LLC | 89,995 | $2.31M | $2.02M | -$290,768.63 | -12.61% |
Kevin Kroskey True Wealth Design LLC | 37 | $893.81 | $828.8 | -$65.01 | -7.27% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,558 | $80,047.82 | $79,699.2 | -$348.62 | -0.44% |