| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 1,276 | $32,693.88 | $32,544.38 | -$149.5 | -0.46% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 106,612 | $2.94M | $2.72M | -$220,671.77 | -7.5% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 483,836 | $11.67M | $12.4M | $735,404.59 | 6.3% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 8,628 | $208,210.83 | $220,186.56 | $11,975.73 | 5.75% |
Daniel L. Lippincott Karpus Management Inc. | 169,607 | $4.39M | $4.35M | -$39,232.15 | -0.89% |
| MBV Matthew B. Vawter NATIONS FINANCIAL GROUP Inc., /IA/ /ADV | 72,944 | $1.39M | $1.87M | $479,973.04 | 34.49% |
| JJ Jeffrey Jacobus Bluefin Capital Management LLC | 48,680 | $1.17M | $1.24M | $68,638.8 | 5.85% |
| CS Craig Sneed Steel Grove Capital Advisors LLC | 10,409 | $250,961 | $265,637.68 | $14,676.68 | 5.85% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 8,806 | $207,725.89 | $224,817.18 | $17,091.29 | 8.23% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 12,478 | $319,836.89 | $318,563.34 | -$1,273.55 | -0.4% |
Jeff Ameen Spire Wealth Management | 3,000 | $82,575.63 | $76,590 | -$5,985.63 | -7.25% |
Kyle P. Smith NewEdge Wealth LLC | 17,714 | $426,613.98 | $451,884.14 | $25,270.16 | 5.92% |
John Mezzasalma Mezzasalma Advisors LLC | 21,376 | $517,622.41 | $549,576.96 | $31,954.55 | 6.17% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 1,200 | $29,280 | $30,756 | $1,476 | 5.04% |
Christopher Moore Paralel Advisors LLC | 2.75M | $77.43M | $70.4M | -$7.03M | -9.08% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 6,016 | $157,228.28 | $153,528.32 | -$3,699.96 | -2.35% |
Seth Scher Matrix Private Capital Group LLC | 148,193 | $3.88M | $3.81M | -$68,661.2 | -1.77% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 13,452 | $383,160.79 | $344,371.2 | -$38,789.59 | -10.12% |
Scott Williams Investmark Advisory Group LLC | 10,202 | $286,672.98 | $262,293.42 | -$24,379.56 | -8.5% |
Amanda Hawley Atria Wealth Solutions Inc. | 57,853 | $1.51M | $1.48M | -$37,051.02 | -2.45% |