| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 78 | $412.73 | $401.7 | -$11.03 | -2.67% |
Daniel L. Lippincott Karpus Management Inc. | 4.22M | $22.15M | $21.74M | -$410,442.78 | -1.85% |
| EM Erin Mccann Simplicity Wealth LLC | 38,999 | $206,694.7 | $200,844.85 | -$5,849.85 | -2.83% |
Amanda Hawley Atria Wealth Solutions Inc. | 46,331 | $245,244.45 | $238,604.65 | -$6,639.8 | -2.71% |
| JMP James M. Perkins Quantum Private Wealth LLC | 13,000 | $64,350 | $66,950 | $2,600 | 4.04% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,921 | $10,855 | $9,893.15 | -$961.85 | -8.86% |
Bert D. Barre Colonial Trust Co. / SC | 4,500 | $21,375 | $23,175 | $1,800 | 8.42% |
| KB Kyle Bubeck TrueMark Investments LLC | 14,292 | $67,887 | $73,603.8 | $5,716.8 | 8.42% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,901 | $25,975.38 | $25,240.15 | -$735.23 | -2.83% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 1,000 | $5,550 | $5,150 | -$400 | -7.21% |
| BM Berkeley Meredith Hughes Financial Services LLC | 117 | $578 | $602.55 | $24.55 | 4.25% |
Benjamin S. Smith Smith Asset Management Co LLC | 40,227 | $227,285.95 | $207,169.05 | -$20,116.9 | -8.85% |
William F. Blake PMG Family Office LLC | 197,854 | $1.08M | $1.02M | -$65,430.88 | -6.03% |