| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 8,018 | $91,960.39 | $93,890.78 | $1,930.39 | 2.1% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 411,801 | $4.99M | $4.9M | -$94,715.09 | -1.9% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 221,852 | $2.6M | $2.61M | $4,420.36 | 0.17% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,226 | $31,402.36 | $26,177.76 | -$5,224.6 | -16.64% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 103,138 | $1.19M | $1.21M | $15,187.49 | 1.27% |
| JC JT Casper ORLEANS CAPITAL MANAGEMENT Corp./LA | 49,950 | $617,265 | $587,412 | -$29,853 | -4.84% |
Jeff Ameen Spire Wealth Management | 49,547 | $576,678.95 | $580,195.37 | $3,516.42 | 0.61% |
Drew Waldron Canvas Wealth Advisors LLC | 22,529 | $263,589.52 | $263,814.59 | $225.07 | 0.09% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 1.37M | $16.06M | $16.08M | $23,655.42 | 0.15% |
Kyle P. Smith NewEdge Wealth LLC | 17,000 | $191,965.7 | $201,280 | $9,314.3 | 4.85% |
Shad Lamm Keystone Wealth Services LLC | 12,654 | $203,855.94 | $148,178.34 | -$55,677.6 | -27.31% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 92,362 | $1.18M | $1.08M | -$96,752.55 | -8.21% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 1,968 | $23,734.08 | $23,360.16 | -$373.92 | -1.58% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 47,791 | $562,239.5 | $559,632.61 | -$2,606.89 | -0.46% |
| LMJ Louis Melone Jr. Melone Private Wealth LLC | 569,497 | $6.83M | $6.67M | -$157,387.3 | -2.31% |
Edgerly Roberts Eagle Bluffs Wealth Management LLC | 750,650 | $8.76M | $8.79M | $25,623.79 | 0.29% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 17,385 | $252,722.87 | $206,359.95 | -$46,362.92 | -18.35% |
Jennifer Carlson Gould Capital LLC | 28,689 | $462,179.79 | $341,112.21 | -$121,067.58 | -26.19% |
Lindsey Seagraves Carson Advisory Inc. | 10,115 | $102,690.55 | $119,761.6 | $17,071.05 | 16.62% |
Penny A. Phillips Journey Strategic Wealth LLC | 23,895 | $271,261.17 | $279,810.45 | $8,549.28 | 3.15% |