| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 21,200 | $219,420 | $215,180 | -$4,240 | -1.93% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 19,727 | $208,120 | $202,596.29 | -$5,523.71 | -2.65% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 250,226 | $2.64M | $2.55M | -$93,861.37 | -3.55% |
Daniel L. Lippincott Karpus Management Inc. | 81,821 | $830,483 | $845,210.93 | $14,727.93 | 1.77% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 159,603 | $1.74M | $1.62M | -$120,925.4 | -6.93% |
Joseph Castro Nuveen LLC | 37,338 | $383,854.19 | $380,847.6 | -$3,006.59 | -0.78% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 152,052 | $1.58M | $1.55M | -$30,410.4 | -1.92% |
Rachel Faulk Cape Investment Advisory Inc. | 535 | $5,644 | $5,451.65 | -$192.35 | -3.41% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 189,301 | $1.96M | $1.93M | -$33,261.35 | -1.7% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,046 | $44,399.19 | $41,147.82 | -$3,251.37 | -7.32% |
Owen McCabe Tyche Wealth Partners LLC | 14,816 | $153,355.82 | $150,382.4 | -$2,973.42 | -1.94% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 2.34M | $24.47M | $23.87M | -$604,546.33 | -2.47% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 800 | $8,256 | $8,136 | -$120 | -1.45% |
Neil Azous Rareview Capital LLC | 396,617 | $3.9M | $4.03M | $134,850.68 | 3.46% |
| AFI Atala Financial Inc. Atala Financial Inc. | 107,255 | $1.1M | $1.09M | -$14,022.19 | -1.27% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 12,754 | $132,617.85 | $129,708.18 | -$2,909.67 | -2.19% |
| DN Daniel Newman Noble Wealth Management PBC | 75,613 | $774,875.36 | $768,984.21 | -$5,891.15 | -0.76% |
| FG Fabian Guerra Guerra Advisors Inc. | 355 | $3,664 | $3,610.35 | -$53.65 | -1.46% |
Cura Wealth Advisors LLC Cura Wealth Advisors LLC | 68,000 | $703,740.08 | $690,200 | -$13,540.08 | -1.92% |