| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 438,634 | $5.65M | $5.78M | $127,209.78 | 2.25% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 1 | $13 | $13.18 | $0.18 | 1.38% |
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 13,167 | $188,392.23 | $168,932.61 | -$19,459.62 | -10.33% |
Daniel Russell Naviter Wealth LLC | 267,898 | $4.04M | $3.53M | -$511,287.09 | -12.66% |
| YA Yinka Akinsola Blue Trust Inc. | 5,542 | $82,804.7 | $71,103.86 | -$11,700.84 | -14.13% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 323,215 | $4.84M | $4.15M | -$698,118.4 | -14.41% |
Kyle P. Smith NewEdge Wealth LLC | 41,825 | $546,658 | $551,462.62 | $4,804.62 | 0.88% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 74,107 | $995,328.23 | $977,471.33 | -$17,856.9 | -1.79% |
Joseph Castro Nuveen LLC | 931,687 | $12.07M | $12.23M | $158,386.32 | 1.31% |
| TH Teodora Harrop Border to Coast Pensions Partnership Ltd | 300,000 | $4.12M | $3.85M | -$273,494.46 | -6.63% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 61,430 | $910,243.85 | $788,146.9 | -$122,096.95 | -13.41% |
Jeremy White Palliser Capital UKK) Ltd. | 20,129 | $259,261.52 | $266,910.54 | $7,649.02 | 2.95% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 80,000 | $1.26M | $1.03M | -$230,400 | -18.33% |
Matthew Liebman Amplius Wealth Advisors LLC | 83,925 | $1.18M | $1.08M | -$98,330.93 | -8.37% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 29 | $373.52 | $372.07 | -$1.45 | -0.39% |
Bill Ryan Manhattan West Asset Management LLC | 12,057 | $170,566.38 | $158,308.41 | -$12,257.97 | -7.19% |
Bridget Fagerholt MAS Advisors LLC | 19,452 | $309,117.22 | $249,569.16 | -$59,548.06 | -19.26% |
John Gorlow Cardiff Park Advisors LLC | 10,000 | $151,400 | $132,600 | -$18,800 | -12.42% |
W. Travis McKinney HB Wealth Management LLC | 149,341 | $2.15M | $1.92M | -$229,800.6 | -10.71% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 13,008 | $194,374.15 | $172,486.08 | -$21,888.07 | -11.26% |