| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 950 | $5,521.71 | $5,842.5 | $320.79 | 5.81% |
| RS Richard Stram Marino, Stram & Associates LLC | 1,604 | $16,869.08 | $9,864.6 | -$7,004.48 | -41.52% |
| TW Todd Wulfson Rock Point Advisors LLC | 9,167 | $125,587.9 | $56,377.05 | -$69,210.85 | -55.11% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 64,639 | $344,213.11 | $404,963.33 | $60,750.22 | 17.65% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 5,895 | $36,045 | $36,254.25 | $209.25 | 0.58% |
Michael Schneck Gridiron Partners LLC | 17,486 | $108,413.2 | $109,112.64 | $699.44 | 0.65% |
| MC mike Chen Byrne Asset Management LLC | 200 | $1,458 | $1,239 | -$219 | -15.02% |
Thomas Mason Mason & Associates Inc. | 172,451 | $1.07M | $1.08M | $10,403.09 | 0.97% |
| JB Jodi Burnett Invictus Private Wealth LLC | 113,376 | $608,362.14 | $708,600 | $100,237.86 | 16.48% |
Jeffrey Hanson Breakwater Capital Group | 17,000 | $86,677 | $105,570 | $18,893 | 21.8% |
Moises Valladares Insigneo Advisory Services LLC | 10,000 | $63,700 | $62,200 | -$1,500 | -2.35% |
Christopher C. Powers Farther Finance Advisors, LLC | 16,150 | $101,780.2 | $99,322.5 | -$2,457.7 | -2.41% |
Amir Har-El Savvy Advisors, Inc. | 96,527 | $496,645.02 | $603,293.75 | $106,648.73 | 21.47% |
Rob Dainard Hara Capital LLC | 100 | $510 | $621.94 | $111.94 | 21.95% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 1.44M | $8.78M | $9.05M | $274,423.77 | 3.13% |
| HAS Hayley A. Snell LRI Investments, LLC | 5,000 | $31,850 | $31,350 | -$500 | -1.57% |
Lee Larson Everstar Asset Management, LLC | 12,500 | $75,000 | $77,812.5 | $2,812.5 | 3.75% |
Michael Mills Mills Wealth Advisors LLC | 189,422 | $1.03M | $1.18M | $150,386.62 | 14.6% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 430 | $2,691 | $2,691.8 | $0.8 | 0.03% |
Neil Azous Rareview Capital LLC | 605,008 | $3.4M | $3.78M | $372,607.68 | 10.95% |