| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 11,115 | $168,500 | $164,279.7 | -$4,220.3 | -2.5% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 1.36M | $20.79M | $20.1M | -$691,027 | -3.32% |
Daniel L. Lippincott Karpus Management Inc. | 139,624 | $2.11M | $2.06M | -$47,117.19 | -2.24% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 48,236 | $751,788.38 | $707,139.76 | -$44,648.62 | -5.94% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 397,718 | $6M | $5.87M | -$134,479.29 | -2.24% |
Rachel Faulk Cape Investment Advisory Inc. | 300 | $4,548 | $4,434 | -$114 | -2.51% |
Daniel Guy Ethos Financial Group LLC | 22,551 | $348,638.67 | $330,597.66 | -$18,041.01 | -5.17% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 35,964 | $561,754.46 | $527,232.24 | -$34,522.22 | -6.15% |
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 26,685 | $401,775.14 | $391,202.1 | -$10,573.04 | -2.63% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,350 | $37,083 | $34,451 | -$2,632 | -7.1% |
David Vollmer PFS Partners, LLC | 360 | $7,182.57 | $5,277.6 | -$1,904.97 | -26.52% |
Rob Dainard Hara Capital LLC | 61,453 | $925,410.82 | $905,817.22 | -$19,593.6 | -2.12% |
| DN Daniel Newman Noble Wealth Management PBC | 2,670 | $40,987.13 | $39,142.2 | -$1,844.93 | -4.5% |