| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 1.92M | $14.78M | $14.12M | -$666,003.49 | -4.5% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 173,428 | $1.57M | $1.27M | -$299,370.17 | -19.02% |
Jim Clark Worth Asset Management LLC | 24,412 | $183,297.76 | $176,742.88 | -$6,554.88 | -3.58% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 500 | $3,972 | $3,620 | -$352 | -8.86% |
| RT Richard Tomes Total Wealth Planning & Management Inc. | 46,936 | $364,429.55 | $344,979.6 | -$19,449.95 | -5.34% |