| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 11,257.97 | $166,505.39 | $158,174.49 | -$8,330.9 | -5% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 5.57M | $104.79M | $78.66M | -$26.13M | -24.94% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 110.22 | $1,656.61 | $1,548.59 | -$108.02 | -6.52% |
Daniel L. Lippincott Karpus Management Inc. | 889,053.72 | $14.09M | $12.58M | -$1.5M | -10.68% |
| SM Steve McQuade TRUST Co. OF OKLAHOMA | 668 | $26,099.76 | $9,385.4 | -$16,714.36 | -64.04% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 116,383.13 | $1.88M | $1.64M | -$236,534.11 | -12.6% |
| BO Brian Oliveira Clear Street Group Inc. | 1,690.54 | $25,004.79 | $23,853.53 | -$1,151.26 | -4.6% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 690,537.99 | $12.45M | $9.74M | -$2.71M | -21.77% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 55,722.56 | $880,022.87 | $785,688.04 | -$94,334.83 | -10.72% |
Craig Johnsen Fortitude Advisory Group LLC | 36,727.98 | $736,166.51 | $517,864.46 | -$218,302.05 | -29.65% |
Daniel Guy Ethos Financial Group LLC | 7,528.86 | $121,274.89 | $106,232.23 | -$15,042.66 | -12.4% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 5,700.21 | $93,523.36 | $80,315.97 | -$13,207.39 | -14.12% |
Scott Register Register Financial Advisors LLC | 2,803.09 | $44,825.19 | $39,467.58 | -$5,357.61 | -11.95% |
| PIL PFG Investments LLC PFG Investments LLC | 2,133.76 | $34,700.34 | $30,107.34 | -$4,593 | -13.24% |
Courtney Holt Compound Planning, Inc. | 4,322.63 | $66,684.61 | $60,949.05 | -$5,735.56 | -8.6% |
Christopher C. Powers Farther Finance Advisors, LLC | 971.94 | $15,788.58 | $13,655.76 | -$2,132.82 | -13.51% |
David Vollmer PFS Partners, LLC | 104.37 | $1,669.18 | $1,471.69 | -$197.49 | -11.83% |
| CMP Craig M. Pesce Marshall & Sterling Wealth Advisors Inc. | 295.76 | $4,711.11 | $4,165.91 | -$545.2 | -11.57% |
Matthew Jenkins GatePass Capital LLC | 100,400.4 | $1.49M | $1.42M | -$65,298.34 | -4.39% |