| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 23,317 | $207,564.62 | $208,687.15 | $1,122.53 | 0.54% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 9.78M | $93.24M | $88.04M | -$5.21M | -5.58% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 528 | $6,457.44 | $4,752 | -$1,705.44 | -26.41% |
Daniel L. Lippincott Karpus Management Inc. | 2.76M | $25.99M | $24.82M | -$1.16M | -4.48% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 205,379 | $1.99M | $1.81M | -$174,885.54 | -8.8% |
Joseph Castro Nuveen LLC | 79,026 | $741,264 | $710,443.74 | -$30,820.26 | -4.16% |
| BO Brian Oliveira Clear Street Group Inc. | 11,465 | $105,478 | $103,414.3 | -$2,063.7 | -1.96% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 126,286 | $1.08M | $1.14M | $58,196.99 | 5.38% |
Jim Clark Worth Asset Management LLC | 10,956 | $100,795.2 | $96,741.48 | -$4,053.72 | -4.02% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 120,569 | $1.04M | $1.06M | $21,012.78 | 2.01% |
Christopher C. Powers Farther Finance Advisors, LLC | 815 | $7,409.08 | $7,196.45 | -$212.63 | -2.87% |
Courtney Haddad Concurrent Investment Advisors, LLC | 51,650 | $472,256.02 | $456,069.5 | -$16,186.52 | -3.43% |
Amir Har-El Savvy Advisors, Inc. | 16,676 | $152,919 | $147,249.08 | -$5,669.92 | -3.71% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 1,390 | $12,746 | $12,273.7 | -$472.3 | -3.71% |
| DN Daniel Newman Noble Wealth Management PBC | 28,850 | $272,571.4 | $254,745.5 | -$17,825.9 | -6.54% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 16,643 | $171,710.71 | $149,620.57 | -$22,090.14 | -12.86% |
| PAW Plan A Wealth LLC Plan A Wealth LLC | 17,253 | $163,040.99 | $152,343.99 | -$10,697 | -6.56% |