| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 2.1M | $13.88M | $15.73M | $1.86M | 13.37% |
Daniel L. Lippincott Karpus Management Inc. | 138,971 | $1.1M | $1.04M | -$60,650.86 | -5.51% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 447 | $3,826.32 | $3,307.8 | -$518.52 | -13.55% |
| KB Kyle Bubeck TrueMark Investments LLC | 217,362 | $1.67M | $1.63M | -$40,346.62 | -2.42% |
Christopher C. Powers Farther Finance Advisors, LLC | 680 | $5,141 | $5,032 | -$109 | -2.12% |
Courtney Haddad Concurrent Investment Advisors, LLC | 18,363 | $158,289 | $137,355.24 | -$20,933.76 | -13.23% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 630,965 | $4.8M | $4.72M | -$76,620.85 | -1.6% |
North Ground Capital North Ground Capital | 89,094 | $727,577.58 | $661,959.51 | -$65,618.07 | -9.02% |