| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 152,420 | $1.16M | $1.13M | -$28,961.6 | -2.5% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 197,651 | $1.51M | $1.47M | -$32,488.34 | -2.16% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 42,026 | $367,922.93 | $313,513.96 | -$54,408.97 | -14.79% |
Jeff Ameen Spire Wealth Management | 19,500 | $161,850 | $142,350 | -$19,500 | -12.05% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 1.67M | $13.28M | $12.22M | -$1.06M | -7.99% |
Joseph Castro Nuveen LLC | 57,063 | $444,595.64 | $421,124.94 | -$23,470.7 | -5.28% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 26,022 | $205,834.02 | $189,960.6 | -$15,873.42 | -7.71% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1.14M | $8.76M | $8.54M | -$214,310.18 | -2.45% |
William Liberti Wealth Effects LLC | 15,000 | $113,550 | $110,400 | -$3,150 | -2.77% |
Penny A. Phillips Journey Strategic Wealth LLC | 24,536 | $185,187.23 | $179,112.8 | -$6,074.43 | -3.28% |
Michael Schneck Gridiron Partners LLC | 830,828 | $6.29M | $6.07M | -$228,498.02 | -3.63% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 161,692 | $1.28M | $1.18M | -$100,041.13 | -7.81% |
David Bach River Street Advisors LLC | 29,237 | $234,704.8 | $213,430.1 | -$21,274.7 | -9.06% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 12,025 | $94,936.27 | $87,782.5 | -$7,153.77 | -7.54% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 686 | $5,193 | $5,007.8 | -$185.2 | -3.57% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,400 | $33,599.65 | $32,120 | -$1,479.65 | -4.4% |
MICHAEL DE LUZ Williams & Novak, LLC | 371,143 | $2.93M | $2.71M | -$216,947.09 | -7.41% |
Courtney Haddad Concurrent Investment Advisors, LLC | 21,875 | $165,594 | $159,687.5 | -$5,906.5 | -3.57% |
Amir Har-El Savvy Advisors, Inc. | 16,553 | $124,810 | $120,836.9 | -$3,973.1 | -3.18% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 15,831 | $123,956 | $118,415.88 | -$5,540.12 | -4.47% |