| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 7,000 | $84,350 | $76,860 | -$7,490 | -8.88% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 298,094 | $3.67M | $3.27M | -$396,457.87 | -10.8% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 42,500 | $523,000 | $474,937.5 | -$48,062.5 | -9.19% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,774 | $43,099.08 | $41,438.52 | -$1,660.56 | -3.85% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 22,500 | $258,792.98 | $252,225 | -$6,567.98 | -2.54% |
| PC Patty Conover Knightsbridge Asset Management LLC | 14,986 | $186,371.55 | $164,546.28 | -$21,825.27 | -11.71% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 40,164 | $482,876.87 | $447,828.6 | -$35,048.27 | -7.26% |
John Mezzasalma Mezzasalma Advisors LLC | 51,396 | $609,225.16 | $578,975.94 | -$30,249.22 | -4.97% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 209,028 | $2.58M | $2.33M | -$250,729.6 | -9.71% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,830 | $45,823.07 | $42,053.4 | -$3,769.67 | -8.23% |
Candace Cavalier Congress Wealth Management LLC / DE / | 84,652 | $1.08M | $942,600.02 | -$138,268.5 | -12.79% |
Seth Scher Matrix Private Capital Group LLC | 339,995 | $4.11M | $3.82M | -$285,765.14 | -6.96% |
William Liberti Wealth Effects LLC | 21,335 | $257,190.75 | $239,058.67 | -$18,132.08 | -7.05% |
Arlie W. Green Fortress Wealth Management Inc. | 157,261 | $1.97M | $1.75M | -$218,337.17 | -11.08% |
| CB Catherine Bluvol Next Level Private LLC | 38,686 | $477,215.2 | $433,089.77 | -$44,125.43 | -9.25% |
| JAI Josh Arnold Investment Consultant LLC Josh Arnold Investment Consultant LLC | 37,550 | $462,240.5 | $419,245.75 | -$42,994.75 | -9.3% |
Russell Mohberg Regatta Capital Group LLC | 67,578 | $820,684.57 | $761,266.17 | -$59,418.4 | -7.24% |
Amanda Hawley Atria Wealth Solutions Inc. | 19,447 | $229,273.02 | $216,834.05 | -$12,438.97 | -5.43% |
Lori Fernicola Castle Wealth Management LLC | 301,114 | $3.56M | $3.38M | -$181,539.2 | -5.09% |
Mariana Coli Dunhill Financial LLC | 1,141 | $14,205 | $12,722.15 | -$1,482.85 | -10.44% |