| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 11,500 | $133,860 | $122,590 | -$11,270 | -8.42% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 282,258 | $3.14M | $3.06M | -$76,203.28 | -2.43% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 1.83M | $19.26M | $19.76M | $494,902.7 | 2.57% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 5,200 | $77,219.66 | $56,056 | -$21,163.66 | -27.41% |
Daniel L. Lippincott Karpus Management Inc. | 5.44M | $57.2M | $58.94M | $1.74M | 3.04% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 15,899 | $174,586.01 | $172,186.17 | -$2,399.84 | -1.37% |
Joseph Castro Nuveen LLC | 36,296 | $381,471 | $392,722.72 | $11,251.72 | 2.95% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 592,962 | $6.34M | $6.39M | $47,851.06 | 0.75% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,260 | $25,108.6 | $24,091.6 | -$1,017 | -4.05% |
Sara S. Alexander Sonora Investment Management Group LLC | 10,000 | $114,600 | $106,600 | -$8,000 | -6.98% |
Jennifer Carlson Gould Capital LLC | 6,350 | $94,107 | $68,834 | -$25,273 | -26.86% |
| LWL Leo Wealth LLC Leo Wealth LLC | 274,876 | $2.89M | $2.93M | $41,232.17 | 1.43% |
William Jollie Quent Capital LLC | 1,613 | $17,920.43 | $17,484.92 | -$435.51 | -2.43% |
Jim Clark Worth Asset Management LLC | 22,999 | $255,518.89 | $245,169.34 | -$10,349.55 | -4.05% |
Amanda Hawley Atria Wealth Solutions Inc. | 32,013 | $348,635.64 | $341,258.58 | -$7,377.06 | -2.12% |
Craig Johnsen Fortitude Advisory Group LLC | 18,010 | $189,285.1 | $191,986.6 | $2,701.5 | 1.43% |
| CAL Cresta Advisors Ltd. Cresta Advisors Ltd. | 27,000 | $299,970 | $287,820 | -$12,150 | -4.05% |
Kellie Borror Daner Wealth Management LLC | 20,417 | $224,587 | $221,116.11 | -$3,470.89 | -1.55% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 385,248 | $4.2M | $4.11M | -$92,201.42 | -2.2% |
David Bach River Street Advisors LLC | 26,766 | $281,311 | $285,325.56 | $4,014.56 | 1.43% |