| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 67,225 | $1.27M | $1.17M | -$96,137.25 | -7.6% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 2.41M | $43.55M | $41.86M | -$1.69M | -3.87% |
| FP Frank Poli COHEN & STEERS Inc. | 205,000 | $3.74M | $3.54M | -$199,257.32 | -5.32% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 41,584 | $754,886.28 | $716,492.32 | -$38,393.96 | -5.09% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,539 | $50,678.44 | $44,153.21 | -$6,525.23 | -12.88% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 3,269 | $62,209.07 | $56,880.6 | -$5,328.47 | -8.57% |
Jonathan Seed Seed Wealth Management Inc. | 17,030 | $283,515.5 | $294,704.15 | $11,188.65 | 3.95% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 263,387 | $4.96M | $4.54M | -$413,517.25 | -8.34% |
Christopher C. Powers Farther Finance Advisors, LLC | 301 | $5,589.53 | $5,234.39 | -$355.14 | -6.35% |
Chris M. Frantz Catalina Capital Group, LLC | 12,572 | $226,387.56 | $216,867 | -$9,520.56 | -4.21% |
| CLJ Cathy Lynne Juilfs ACCREDITED INVESTOR SERVICES, LLC | 11,658 | $219,075.01 | $201,683.4 | -$17,391.61 | -7.94% |
| LCB Lawrence C. Busch Sage Capital Management, LLC | 13,500 | $254,585 | $232,875 | -$21,710 | -8.53% |
Nicole Reese WPG Advisers LLC | 1,375 | $25,334.62 | $23,691.25 | -$1,643.37 | -6.49% |