| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 16,125 | $240,746.25 | $249,695.62 | $8,949.37 | 3.72% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 2.78M | $43.17M | $43.05M | -$125,444.69 | -0.29% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 66,697 | $987,926.57 | $1.03M | $42,208.59 | 4.27% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,200 | $18,768 | $18,522 | -$246 | -1.31% |
Christopher C. Powers Farther Finance Advisors, LLC | 650 | $10,394 | $9,945 | -$449 | -4.32% |
Michael Bailey MGB Wealth Management, LLC | 11,999 | $198,763.5 | $184,784.6 | -$13,978.9 | -7.03% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 12,053 | $207,304.99 | $185,736.73 | -$21,568.26 | -10.4% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 250 | $3,883 | $3,870 | -$13 | -0.33% |
Heather Scully NWF Advisory Services Inc. | 25,888 | $410,795.07 | $399,969.6 | -$10,825.47 | -2.64% |