| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 10.96M | $141.02M | $130.24M | -$10.78M | -7.65% |
Daniel L. Lippincott Karpus Management Inc. | 4.65M | $57.82M | $55.9M | -$1.91M | -3.31% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 77,263 | $1.29M | $927,928.63 | -$357,310.02 | -27.8% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 1.1M | $14.08M | $13.21M | -$869,002.94 | -6.17% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 300 | $3,933 | $3,663 | -$270 | -6.86% |
| DN Daniel Newman Noble Wealth Management PBC | 229,140 | $2.93M | $2.73M | -$207,552.68 | -7.07% |
| MHI Mountain Hill Investment Partners Corp Mountain Hill Investment Partners Corp | 3,333 | $42,562.26 | $40,029.33 | -$2,532.93 | -5.95% |