| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 1,348 | $13,843.96 | $13,021.68 | -$822.28 | -5.94% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 89,607 | $884,420 | $880,836.81 | -$3,583.19 | -0.41% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 623,992 | $6.19M | $6.13M | -$54,739.49 | -0.88% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 28,352 | $274,605.22 | $278,700.16 | $4,094.94 | 1.49% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 1.28M | $12.51M | $12.34M | -$164,309.14 | -1.31% |
Joseph Castro Nuveen LLC | 32,559 | $308,985 | $317,775.84 | $8,790.84 | 2.85% |
| BO Brian Oliveira Clear Street Group Inc. | 4,325 | $42,688 | $42,428.25 | -$259.75 | -0.61% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 18,567 | $221,413.94 | $179,357.22 | -$42,056.72 | -18.99% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 11,000 | $144,980 | $106,260 | -$38,720 | -26.71% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,700 | $16,609 | $16,422 | -$187 | -1.13% |
Caroline Jankowski Operose Advisors LLC | 167 | $1,631.59 | $1,638.27 | $6.68 | 0.41% |
Michael Schneck Gridiron Partners LLC | 27,298 | $263,971.66 | $263,698.68 | -$272.98 | -0.1% |
Jim Clark Worth Asset Management LLC | 12,885 | $125,886.45 | $124,469.1 | -$1,417.35 | -1.13% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 42,828 | $424,360 | $413,718.48 | -$10,641.52 | -2.51% |
David Bach River Street Advisors LLC | 12,547 | $120,075 | $121,204.02 | $1,129.02 | 0.94% |
Steven Trigili Garden State Investment Advisory Services LLC | 345,925 | $3.3M | $3.38M | $75,035.4 | 2.27% |
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 58,046 | $572,483.38 | $560,724.36 | -$11,759.02 | -2.05% |
Christopher C. Powers Farther Finance Advisors, LLC | 886 | $8,452 | $8,558.76 | $106.76 | 1.26% |
Courtney Haddad Concurrent Investment Advisors, LLC | 38,241 | $368,723.12 | $369,408.06 | $684.94 | 0.19% |
Teresa Douberly Burford Brothers, Inc. | 48,690 | $453,587.44 | $470,345.4 | $16,757.96 | 3.69% |