| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 11,500 | $133,860 | $126,845 | -$7,015 | -5.24% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 2.7M | $28.59M | $29.78M | $1.2M | 4.19% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 5,200 | $77,219.66 | $57,272.8 | -$19,946.86 | -25.83% |
Daniel L. Lippincott Karpus Management Inc. | 5.68M | $59.7M | $62.52M | $2.82M | 4.73% |
Joseph Castro Nuveen LLC | 36,296 | $381,471 | $399,800.44 | $18,329.44 | 4.8% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 537,780 | $5.73M | $5.93M | $203,195.02 | 3.55% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 3,160 | $33,211.6 | $34,886.4 | $1,674.8 | 5.04% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,260 | $25,108.6 | $24,939.1 | -$169.5 | -0.68% |
| SSA Sara S. Alexander Sonora Investment Management Group LLC | 10,000 | $114,600 | $110,400 | -$4,200 | -3.66% |
Jennifer Carlson Gould Capital LLC | 6,350 | $94,107 | $70,072.25 | -$24,034.75 | -25.54% |
| LWL Leo Wealth LLC Leo Wealth LLC | 274,876 | $2.89M | $3.02M | $129,192.49 | 4.47% |
Jim Clark Worth Asset Management LLC | 22,999 | $255,518.89 | $252,529.02 | -$2,989.87 | -1.17% |
Amanda Hawley Atria Wealth Solutions Inc. | 32,013 | $348,635.64 | $351,502.74 | $2,867.1 | 0.82% |
Craig Johnsen Fortitude Advisory Group LLC | 18,010 | $189,285.1 | $197,749.8 | $8,464.7 | 4.47% |
Lukas Lindgren Abound Wealth Management | 572 | $6,012 | $6,300.58 | $288.58 | 4.8% |
Kellie Borror Daner Wealth Management LLC | 20,417 | $224,587 | $224,178.66 | -$408.34 | -0.18% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 419,230 | $4.58M | $4.59M | $14,876.31 | 0.32% |
David Bach River Street Advisors LLC | 26,766 | $281,311 | $293,623.02 | $12,312.02 | 4.38% |
David Kronour Kapstone Financial Advisors LLC | 38,625 | $405,949 | $423,330 | $17,381 | 4.28% |
Christopher C. Powers Farther Finance Advisors, LLC | 747 | $7,933 | $8,149.77 | $216.77 | 2.73% |