| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 5,206 | $50,154.83 | $51,383.22 | $1,228.39 | 2.45% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 206,170 | $2.09M | $2.08M | -$6,184.71 | -0.3% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 657,913 | $8.01M | $6.64M | -$1.37M | -17.16% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 17,000 | $171,700 | $174,590 | $2,890 | 1.68% |
Jeff Ameen Spire Wealth Management | 1,302 | $12,993.96 | $12,850.74 | -$143.22 | -1.1% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 367,504 | $3.65M | $3.63M | -$24,798.88 | -0.68% |
Joseph Castro Nuveen LLC | 55,560 | $537,821 | $559,489.2 | $21,668.2 | 4.03% |
| BO Brian Oliveira Clear Street Group Inc. | 2,449 | $24,784 | $24,906.33 | $122.33 | 0.49% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 19,000 | $191,860 | $187,530 | -$4,330 | -2.26% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,600 | $16,160 | $15,792 | -$368 | -2.28% |
William Jollie Quent Capital LLC | 3,982 | $39,468.38 | $40,178.38 | $710 | 1.8% |
Jim Clark Worth Asset Management LLC | 25,123 | $253,742.3 | $247,964.01 | -$5,778.29 | -2.28% |
Craig Johnsen Fortitude Advisory Group LLC | 25,756 | $252,544.37 | $254,211.72 | $1,667.35 | 0.66% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 15,344 | $144,535.22 | $151,445.28 | $6,910.06 | 4.78% |
Jesse Haller Compass Financial Group Inc./SD | 24,369 | $230,000 | $240,522.03 | $10,522.03 | 4.57% |
David Bach River Street Advisors LLC | 15,215 | $142,717 | $150,172.05 | $7,455.05 | 5.22% |
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 11,250 | $106,850 | $111,037.5 | $4,187.5 | 3.92% |
Courtney Holt Compound Planning, Inc. | 28,277 | $268,866.02 | $279,093.99 | $10,227.97 | 3.8% |
Courtney Haddad Concurrent Investment Advisors, LLC | 29,200 | $281,807.54 | $288,204 | $6,396.46 | 2.27% |
Owen McCabe Tyche Wealth Partners LLC | 24,242 | $236,147.6 | $239,268.54 | $3,120.94 | 1.32% |