| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 4.37M | $53.71M | $56.9M | $3.19M | 5.94% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 137,879 | $1.9M | $1.79M | -$102,443.83 | -5.4% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 69,156 | $891,129.45 | $899,028 | $7,898.55 | 0.89% |
Amanda Hawley Atria Wealth Solutions Inc. | 38,072.66 | $506,194.96 | $493,421.62 | -$12,773.34 | -2.52% |
| SS Sheryl Stephens Stephens Consulting LLC | 411.86 | $6,593.1 | $5,341.86 | -$1,251.24 | -18.98% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 12,098 | $140,554.56 | $156,911.06 | $16,356.5 | 11.64% |
| SJL Sheila J. Lindsay Bensler LLC | 13,155 | $183,934.68 | $170,554.57 | -$13,380.11 | -7.27% |
Alexandra Stickelman Root Financial Partners, LLC | 203 | $2,497 | $2,632.91 | $135.91 | 5.44% |
Christopher C. Powers Farther Finance Advisors, LLC | 16 | $221.14 | $207.04 | -$14.1 | -6.38% |
James Rankin Modern Wealth Management, LLC | 18,040 | $218,825.2 | $233,708.2 | $14,883 | 6.8% |
Ashley Meredith Abel Hall, LLC | 33,000 | $442,398 | $427,680 | -$14,718 | -3.33% |
Chris M. Frantz Catalina Capital Group, LLC | 13,659 | $159,496.88 | $177,020.64 | $17,523.76 | 10.99% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 200 | $2,703 | $2,636 | -$67 | -2.48% |
Heather Scully NWF Advisory Services Inc. | 11,113 | $142,567.95 | $144,469 | $1,901.05 | 1.33% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 19,394 | $262,644.28 | $251,734.12 | -$10,910.16 | -4.15% |
Nicole Reese WPG Advisers LLC | 1,781 | $21,544.69 | $23,117.38 | $1,572.69 | 7.3% |