| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 80,300 | $986,903.37 | $900,163 | -$86,740.37 | -8.79% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,753 | $30,283 | $30,861.13 | $578.13 | 1.91% |
Daniel L. Lippincott Karpus Management Inc. | 162,934 | $2M | $1.81M | -$190,632.71 | -9.52% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 28,615 | $316,841.98 | $318,198.8 | $1,356.82 | 0.43% |
| YA Yinka Akinsola Blue Trust Inc. | 6,285 | $72,843.15 | $69,197.85 | -$3,645.3 | -5% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 13,992 | $175,970.88 | $154,051.92 | -$21,918.96 | -12.46% |
Larry Herold Herold Advisors Inc. | 12,018 | $150,777.97 | $132,318.18 | -$18,459.79 | -12.24% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 371 | $4,188.59 | $4,125.52 | -$63.07 | -1.51% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 10,520 | $119,176.8 | $115,825.2 | -$3,351.6 | -2.81% |
Amanda Hawley Atria Wealth Solutions Inc. | 13,175 | $178,280.25 | $145,056.75 | -$33,223.5 | -18.64% |
Craig Johnsen Fortitude Advisory Group LLC | 16,066 | $198,556.29 | $176,886.66 | -$21,669.63 | -10.91% |
Kelly Christopher Significant Wealth Partners LLC | 143,556 | $1.58M | $1.58M | $809.73 | 0.05% |
| PIL PFG Investments LLC PFG Investments LLC | 43,469 | $478,162.93 | $478,593.69 | $430.76 | 0.09% |
Bradley Harsch Strategic Advocates LLC | 135 | $1,695.6 | $1,507.95 | -$187.65 | -11.07% |
Courtney Haddad Concurrent Investment Advisors, LLC | 13,464 | $169,143.66 | $148,238.64 | -$20,905.02 | -12.36% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 250 | $3,150 | $2,752.5 | -$397.5 | -12.62% |
| CLA Carnegie Lake Advisors LLC Carnegie Lake Advisors LLC | 42,874 | $632,820.24 | $472,042.74 | -$160,777.5 | -25.41% |
Neil Azous Rareview Capital LLC | 198,863 | $2.33M | $2.19M | -$140,676.58 | -6.04% |
Rik Saylor Financial Inc. Rik Saylor Financial Inc. | 15,785 | $210,067.5 | $173,792.85 | -$36,274.65 | -17.27% |
| DN Daniel Newman Noble Wealth Management PBC | 800 | $8,800 | $8,808 | $8 | 0.09% |