| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 42,666 | $396,577.99 | $328,954.86 | -$67,623.13 | -17.05% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 13,275 | $125,850 | $102,350.25 | -$23,499.75 | -18.67% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 272,277 | $2.38M | $2.18M | -$203,257.24 | -8.53% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 25,053 | $217,358.53 | $193,158.63 | -$24,199.9 | -11.13% |
| JC JT Casper ORLEANS CAPITAL MANAGEMENT Corp./LA | 20,700 | $192,716.34 | $164,358 | -$28,358.34 | -14.72% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 981,341 | $8.92M | $7.66M | -$1.25M | -14.06% |
Joseph Castro Nuveen LLC | 28,582 | $244,090 | $220,367.22 | -$23,722.78 | -9.72% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,022 | $27,499.16 | $23,299.62 | -$4,199.54 | -15.27% |
Jim Clark Worth Asset Management LLC | 29,144 | $276,025.6 | $229,071.84 | -$46,953.76 | -17.01% |
Amanda Hawley Atria Wealth Solutions Inc. | 23,556 | $197,163.72 | $187,505.76 | -$9,657.96 | -4.9% |
| BG Becki Goebel TCP Asset Management LLC | 22,919 | $198,479 | $183,237.4 | -$15,241.6 | -7.68% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 83,679 | $719,112.5 | $667,716.58 | -$51,395.92 | -7.15% |
David Bach River Street Advisors LLC | 19,610 | $164,136 | $156,095.6 | -$8,040.4 | -4.9% |
ANDREW J. BARFOOT Madison Park Capital Advisors, LLC | 1,497 | $12,964.15 | $11,691.57 | -$1,272.58 | -9.82% |
Courtney Haddad Concurrent Investment Advisors, LLC | 28,032 | $245,841 | $223,134.72 | -$22,706.28 | -9.24% |
| TAL TPG Advisors LLC TPG Advisors LLC | 16,042 | $138,296.79 | $127,694.32 | -$10,602.47 | -7.67% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 470 | $4,121.9 | $3,741.2 | -$380.7 | -9.24% |
| RN Ron New Whipplewood Advisors LLC | 112,493 | $971,377.05 | $902,193.86 | -$69,183.19 | -7.12% |
Kevin Painter LeConte Wealth Management LLC | 520,321 | $4.45M | $4.15M | -$300,892.1 | -6.76% |