| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 36,047 | $232,860 | $224,212.34 | -$8,647.66 | -3.71% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 2.3M | $14.48M | $14.25M | -$227,950.74 | -1.57% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 345 | $2,228.7 | $2,142.45 | -$86.25 | -3.87% |
Bulldog Investors Bulldog Investors LLP | 1.51M | $9.34M | $9.45M | $108,772.27 | 1.16% |
| YA Yinka Akinsola Blue Trust Inc. | 3,569 | $23,484.02 | $21,949.35 | -$1,534.67 | -6.53% |
Jeff Ameen Spire Wealth Management | 24,908 | $145,960.88 | $153,184.2 | $7,223.32 | 4.95% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 1.68M | $10.66M | $10.35M | -$313,478.53 | -2.94% |
Joseph Castro Nuveen LLC | 51,503 | $315,198 | $320,348.66 | $5,150.66 | 1.63% |
| BO Brian Oliveira Clear Street Group Inc. | 14,126 | $91,254 | $87,863.72 | -$3,390.28 | -3.72% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 527,746 | $3.32M | $3.28M | -$34,716.97 | -1.05% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,500 | $16,150 | $15,375 | -$775 | -4.8% |
Kathleen Thornhill Confluence Wealth Services Inc. | 12,500 | $76,500 | $76,875 | $375 | 0.49% |
Michael Schneck Gridiron Partners LLC | 404,971 | $2.54M | $2.49M | -$53,981.04 | -2.12% |
Craig Johnsen Fortitude Advisory Group LLC | 27,876 | $233,739.72 | $171,437.4 | -$62,302.32 | -26.65% |
Kellie Borror Daner Wealth Management LLC | 51,900 | $319,185 | $324,894 | $5,709 | 1.79% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 60,335 | $369,250.02 | $371,060.25 | $1,810.23 | 0.49% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,060 | $37,570.6 | $37,269 | -$301.6 | -0.8% |
David Novak Novak & Powell Financial Services, Inc. | 27,163 | $172,764.63 | $168,953.86 | -$3,810.77 | -2.21% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 3.49M | $21.58M | $21.69M | $106,841.89 | 0.5% |
Promus Capital LLC Promus Capital LLC | 14 | $83 | $86.1 | $3.1 | 3.73% |