| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 529,888 | $4.13M | $4.08M | -$50,570.23 | -1.22% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 18,900 | $156,536.1 | $144,963 | -$11,573.1 | -7.39% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 1,550 | $13,454 | $11,888.5 | -$1,565.5 | -11.64% |
Jill Batley Gateway Wealth Partners LLC | 39,226 | $316,117.06 | $302,824.72 | -$13,292.34 | -4.2% |
| PIL PFG Investments LLC PFG Investments LLC | 137,792 | $1.12M | $1.06M | -$60,049.45 | -5.34% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 346,143 | $2.69M | $2.65M | -$37,280.97 | -1.38% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 1,000 | $8,530 | $7,720 | -$810 | -9.5% |
Post Resch Tallon Group Inc. Post Resch Tallon Group Inc. | 39,418 | $318,189.39 | $304,306.96 | -$13,882.43 | -4.36% |
| DN Daniel Newman Noble Wealth Management PBC | 5,548 | $42,551.75 | $42,553.16 | $1.41 | - |
| RT Richard Tomes Total Wealth Planning & Management Inc. | 44,760 | $374,928.59 | $345,547.2 | -$29,381.39 | -7.84% |
Nicole Reese WPG Advisers LLC | 1,212 | $10,260.36 | $9,356.64 | -$903.72 | -8.81% |