| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 4.98M | $16.42M | $15.03M | -$1.39M | -8.49% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,500 | $8,350 | $7,475 | -$875 | -10.48% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 14,386 | $46,097.28 | $43,086.07 | -$3,011.21 | -6.53% |
Brian Levy West Wealth Group LLC | 20,897 | $59,347.48 | $63,213.42 | $3,865.94 | 6.51% |
Amanda Hawley Atria Wealth Solutions Inc. | 113,100 | $389,494.34 | $342,591.21 | -$46,903.13 | -12.04% |
James Rankin Modern Wealth Management, LLC | 22,228 | $78,909.4 | $67,239.7 | -$11,669.7 | -14.79% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 2,000 | $6,460 | $6,120 | -$340 | -5.26% |
Heather Scully NWF Advisory Services Inc. | 239,300 | $781,169.98 | $733,454.5 | -$47,715.48 | -6.11% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 22,448 | $70,769.43 | $68,803.12 | -$1,966.31 | -2.78% |