| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 23,317 | $207,564.62 | $187,002.34 | -$20,562.28 | -9.91% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 9.78M | $93.24M | $79.63M | -$13.62M | -14.61% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 528 | $6,457.44 | $4,234.56 | -$2,222.88 | -34.42% |
Daniel L. Lippincott Karpus Management Inc. | 2.76M | $25.99M | $22.5M | -$3.48M | -13.41% |
| RAS Robert A. Saperstein Guggenheim Capital LLC | 68,002 | $630,450.65 | $555,576.34 | -$74,874.31 | -11.88% |
| FP Frank Poli COHEN & STEERS Inc. | 90,000 | $845,767.8 | $735,300 | -$110,467.8 | -13.06% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 165,234 | $1.6M | $1.34M | -$259,562.76 | -16.19% |
Joseph Castro Nuveen LLC | 79,026 | $741,264 | $633,788.52 | -$107,475.48 | -14.5% |
| BO Brian Oliveira Clear Street Group Inc. | 11,465 | $105,478 | $93,094.65 | -$12,383.35 | -11.74% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 126,286 | $1.08M | $1.03M | -$52,934.69 | -4.9% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 120,569 | $1.04M | $982,432.38 | -$61,179.11 | -5.86% |
Christopher C. Powers Farther Finance Advisors, LLC | 833 | $7,554.79 | $6,680.66 | -$874.13 | -11.57% |
Courtney Haddad Concurrent Investment Advisors, LLC | 77,850 | $713,296.02 | $636,034.5 | -$77,261.52 | -10.83% |
Amir Har-El Savvy Advisors, Inc. | 16,676 | $152,919 | $135,575.88 | -$17,343.12 | -11.34% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 1,390 | $12,746 | $11,286.8 | -$1,459.2 | -11.45% |
Basepoint Wealth LLC Basepoint Wealth LLC | 16,643 | $171,710.71 | $135,474.02 | -$36,236.69 | -21.1% |
Plan A Wealth LLC Plan A Wealth LLC | 17,253 | $163,040.99 | $140,582.62 | -$22,458.37 | -13.77% |