| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 277 | $1,545.62 | $1,663.38 | $117.76 | 7.62% |
| WH William Herlihy RESOURCES MANAGEMENT Corp. /CT/ /ADV | 280 | $1,239.35 | $1,681.4 | $442.05 | 35.67% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 10 | $60.5 | $59.35 | -$1.15 | -1.9% |
| BG Bart Gancher Intech Investment Management LLC | 37,496 | $116,987.52 | $222,302.54 | $105,315.02 | 90.02% |
SkyOak Wealth SkyOak Wealth LLC | 16,335 | $43,398.6 | $96,642.76 | $53,244.16 | 122.69% |
| YA Yinka Akinsola Blue Trust Inc. | 73,129 | $204,930.86 | $429,998.52 | $225,067.66 | 109.83% |
Joseph Castro Nuveen LLC | 407,499 | $2.81M | $2.41M | -$402,190.59 | -14.32% |
| MPM Mark P. Mennitt CenterBook Partners LP | 1.36M | $8.47M | $8.02M | -$453,751.24 | -5.36% |
Brian G. Wade Ardent Capital Management Inc. | 62,472 | $250,020.1 | $369,209.52 | $119,189.42 | 47.67% |
| DH Dinan Hu R Squared Ltd | 10,688 | $80,694.34 | $63,166.08 | -$17,528.26 | -21.72% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 72,214 | $517,052.24 | $421,368.69 | -$95,683.55 | -18.51% |
Candace Cavalier Congress Wealth Management LLC / DE / | 12,614 | $45,639.36 | $73,602.69 | $27,963.33 | 61.27% |
David Jarvis Corton Capital Inc. | 27,063 | $204,325.65 | $159,130.44 | -$45,195.21 | -22.12% |
| WTM W. Travis McKinney HB Wealth Management LLC | 36,917 | $151,146.56 | $215,964.45 | $64,817.89 | 42.88% |
| IC Irene Chou Panoramic Capital LLC | 133,619 | $857,659.24 | $780,334.96 | -$77,324.28 | -9.02% |
Cornell P. Abod Beacon Investment Advisors LLC | 40,535 | $104,986 | $238,548.47 | $133,562.47 | 127.22% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 463 | $3,315.08 | $2,714.75 | -$600.33 | -18.11% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 200 | $1,210 | $1,172.68 | -$37.32 | -3.08% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 71 | $430 | $417.83 | -$12.17 | -2.83% |
| EJK Eric J. Kemnitz Polymer Capital Management USS) LLC | 14,307 | $102,438.29 | $84,196.69 | -$18,241.6 | -17.81% |