| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 6,000 | $30,180 | $31,200 | $1,020 | 3.38% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 1.56M | $8.82M | $8.11M | -$717,175.94 | -8.13% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 669,071 | $3.79M | $3.44M | -$351,320.42 | -9.28% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 785 | $4,423.24 | $4,082 | -$341.24 | -7.71% |
| DMC Dana M. Capozzella CASCADE INVESTMENT GROUP Inc. | 10,649 | $57,781.47 | $55,374.8 | -$2,406.67 | -4.17% |
Daniel L. Lippincott Karpus Management Inc. | 1.97M | $11.17M | $10.19M | -$986,964.3 | -8.83% |
| CO Carla Olenchak PEOPLES FINANCIAL SERVICES Corp. | 3,124.49 | $23,527.39 | $16,106.73 | -$7,420.66 | -31.54% |
| SM Steve McQuade TRUST Co. OF OKLAHOMA | 11,914.71 | $123,303.94 | $61,956.5 | -$61,347.44 | -49.75% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 46,460 | $236,083.46 | $241,592 | $5,508.54 | 2.33% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 71,102 | $433,220.9 | $369,730.4 | -$63,490.5 | -14.66% |
| YA Yinka Akinsola Blue Trust Inc. | 411 | $2,326.26 | $2,137.2 | -$189.06 | -8.13% |
Richard Zito Flynn Zito Capital Management LLC | 89,759 | $494,216.66 | $466,298 | -$27,918.66 | -5.65% |
Jeff Ameen Spire Wealth Management | 1,000 | $7,190 | $5,200 | -$1,990 | -27.68% |
Justin Ericksen Blue Barn Wealth LLC | 24,520.78 | $151,293.21 | $127,385.45 | -$23,907.76 | -15.8% |
| BO Brian Oliveira Clear Street Group Inc. | 150,000 | $849,000 | $779,250 | -$69,750 | -8.22% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4,933 | $27,129.92 | $25,355.62 | -$1,774.3 | -6.54% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 13,245 | $74,966.7 | $68,145.52 | -$6,821.18 | -9.1% |
| HC Harry Cowley Stonegate Investment Group LLC | 49,630.39 | $294,074.87 | $255,348.36 | -$38,726.51 | -13.17% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 3,787.5 | $21,033.25 | $19,448.81 | -$1,584.44 | -7.53% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 25,638 | $141,521.76 | $133,189.41 | -$8,332.35 | -5.89% |