| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 588,956 | $8.07M | $7.97M | -$94,235.79 | -1.17% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 3.25M | $45.97M | $43.78M | -$2.19M | -4.76% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 739 | $10,002.87 | $9,946.94 | -$55.93 | -0.56% |
| MA mason adams PVG ASSET MANAGEMENT Corp. | 15,891 | $230,078.97 | $216,594.33 | -$13,484.64 | -5.86% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 30,972 | $424,111.75 | $422,148.36 | -$1,963.39 | -0.46% |
| BO Brian Oliveira Clear Street Group Inc. | 11,757 | $161,071 | $158,484.36 | -$2,586.64 | -1.61% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 31,484 | $556,410.56 | $429,126.92 | -$127,283.64 | -22.88% |
Timothy R. Guthrie Bullseye Investment Management LLC | 72,041 | $1.04M | $981,918.83 | -$59,938.93 | -5.75% |
Amanda Hawley Atria Wealth Solutions Inc. | 20,609 | $281,180.62 | $280,900.67 | -$279.95 | -0.1% |
Jeffrey Gilbert Balboa Wealth Partners | 23,563 | $341,192.24 | $319,278.65 | -$21,913.59 | -6.42% |
Loni Adams Daymark Wealth Partners LLC | 10,882 | $156,306.78 | $148,321.66 | -$7,985.12 | -5.11% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 602,530 | $8.25M | $8.21M | -$42,177.1 | -0.51% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 425 | $5,776.43 | $5,792.75 | $16.32 | 0.28% |
| TAL TFB Advisors LLC TFB Advisors LLC | 94,539 | $1.29M | $1.28M | -$10,549.17 | -0.82% |
| KB Kyle Bubeck TrueMark Investments LLC | 36,337 | $522,633.38 | $495,273.31 | -$27,360.07 | -5.24% |
Eugene Donato KENNEDY INVESTMENT GROUP | 1.17M | $16.01M | $16M | -$7,840.21 | -0.05% |
Courtney Haddad Concurrent Investment Advisors, LLC | 12,790 | $189,931.47 | $174,327.7 | -$15,603.77 | -8.22% |
Christopher Griffith Stablepoint Partners, LLC | 11,239 | $159,751.82 | $153,187.57 | -$6,564.25 | -4.11% |
Jessica Vickery BlueChip Wealth Advisors LLC | 48,350 | $662,395 | $659,010.5 | -$3,384.5 | -0.51% |
Winebrenner Capital Management LLC Winebrenner Capital Management LLC | 121,745 | $1.76M | $1.66M | -$104,054.79 | -5.9% |