| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 11,115 | $168,500 | $159,166.8 | -$9,333.2 | -5.54% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 1.36M | $20.79M | $19.43M | -$1.37M | -6.57% |
Daniel L. Lippincott Karpus Management Inc. | 139,624 | $2.11M | $2M | -$107,155.51 | -5.09% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 47,330 | $737,272.94 | $685,811.7 | -$51,461.24 | -6.98% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 397,718 | $6M | $5.7M | -$297,543.67 | -4.96% |
Rachel Faulk Cape Investment Advisory Inc. | 300 | $4,548 | $4,302 | -$246 | -5.41% |
Daniel Guy Ethos Financial Group LLC | 22,551 | $348,638.67 | $321,238.99 | -$27,399.68 | -7.86% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 35,964 | $561,754.46 | $513,925.56 | -$47,828.9 | -8.51% |
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 26,685 | $401,775.14 | $381,995.77 | -$19,779.37 | -4.92% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,350 | $37,083 | $33,652 | -$3,431 | -9.25% |
David Vollmer PFS Partners, LLC | 360 | $7,182.57 | $5,128.2 | -$2,054.37 | -28.6% |
Rob Dainard Hara Capital LLC | 61,453 | $925,410.82 | $876,620.9 | -$48,789.92 | -5.27% |
| DN Daniel Newman Noble Wealth Management PBC | 2,670 | $40,987.13 | $38,034.15 | -$2,952.98 | -7.2% |