| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 27,873 | $170,580 | $150,235.47 | -$20,344.53 | -11.93% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 3.08M | $15.73M | $16.6M | $875,870.46 | 5.57% |
| WGS Wilson G. Saville BARRETT & COMPANY Inc. | 4,670 | $25,965.2 | $25,218 | -$747.2 | -2.88% |
Daniel L. Lippincott Karpus Management Inc. | 451,041 | $2.55M | $2.44M | -$117,295.98 | -4.59% |
Bulldog Investors Bulldog Investors LLP | 877,416 | $4.96M | $4.74M | -$225,887.99 | -4.55% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 457,036 | $2.4M | $2.49M | $86,003.46 | 3.58% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 37,766 | $221,685.28 | $203,558.74 | -$18,126.54 | -8.18% |
William Jollie Quent Capital LLC | 5,100 | $30,702 | $27,744 | -$2,958 | -9.63% |
| KB Kyle Bubeck TrueMark Investments LLC | 212,884 | $1.22M | $1.15M | -$69,560.4 | -5.71% |
Jae Cho Marex Group plc | 40,359 | $226,599.82 | $217,938.6 | -$8,661.22 | -3.82% |
Courtney Haddad Concurrent Investment Advisors, LLC | 62,073 | $317,525.05 | $337,677.12 | $20,152.07 | 6.35% |
Amir Har-El Savvy Advisors, Inc. | 32,430 | $183,553.97 | $175,608.45 | -$7,945.52 | -4.33% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 3.86M | $21.82M | $21M | -$818,412.74 | -3.75% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 400 | $2,448 | $2,172 | -$276 | -11.27% |
Heather Scully NWF Advisory Services Inc. | 15,000 | $84,900 | $80,847 | -$4,053 | -4.77% |
North Ground Capital North Ground Capital | 728,000 | $4.23M | $3.92M | -$309,710.11 | -7.33% |
Nicole Reese WPG Advisers LLC | 836 | $4,168.43 | $4,547.84 | $379.41 | 9.1% |
Wallace Jones WJ Financial Advisors LLC | 18,534 | $105,642.46 | $100,810.13 | -$4,832.33 | -4.57% |