| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 7,666 | $64,777.73 | $68,534.04 | $3,756.31 | 5.8% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 13,275 | $125,850 | $119,740.5 | -$6,109.5 | -4.85% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 272,277 | $2.38M | $2.44M | $55,405.91 | 2.33% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 25,053 | $217,358.53 | $224,224.35 | $6,865.82 | 3.16% |
| JC JT Casper ORLEANS CAPITAL MANAGEMENT Corp./LA | 20,700 | $192,716.34 | $185,265 | -$7,451.34 | -3.87% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 989,489 | $8.99M | $8.83M | -$160,835.68 | -1.79% |
Joseph Castro Nuveen LLC | 28,582 | $244,090 | $256,666.36 | $12,576.36 | 5.15% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,964 | $27,005 | $26,438.88 | -$566.12 | -2.1% |
Jim Clark Worth Asset Management LLC | 28,576 | $271,186.24 | $254,897.92 | -$16,288.32 | -6.01% |
Amanda Hawley Atria Wealth Solutions Inc. | 23,556 | $197,163.72 | $210,119.52 | $12,955.8 | 6.57% |
| BG Becki Goebel TCP Asset Management LLC | 22,919 | $198,479 | $204,437.48 | $5,958.48 | 3% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 83,679 | $719,112.5 | $746,416.68 | $27,304.18 | 3.8% |
David Bach River Street Advisors LLC | 19,610 | $164,136 | $174,921.2 | $10,785.2 | 6.57% |
ANDREW J. BARFOOT Madison Park Capital Advisors, LLC | 1,497 | $12,964.15 | $13,353.24 | $389.09 | 3% |
Courtney Haddad Concurrent Investment Advisors, LLC | 28,032 | $245,841 | $250,045.44 | $4,204.44 | 1.71% |
| TAL TPG Advisors LLC TPG Advisors LLC | 16,042 | $138,296.79 | $143,094.64 | $4,797.85 | 3.47% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 470 | $4,121.9 | $4,192.4 | $70.5 | 1.71% |
| RN Ron New Whipplewood Advisors LLC | 112,493 | $971,377.05 | $1M | $32,060.51 | 3.3% |
Kevin Painter LeConte Wealth Management LLC | 520,321 | $4.45M | $4.69M | $240,241.74 | 5.4% |