| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 28,981 | $1.24M | $1.28M | $39,428.11 | 3.17% |
| MA mason adams PVG ASSET MANAGEMENT Corp. | 6,402 | $259,262.25 | $286,489.5 | $27,227.25 | 10.5% |
| RC Robert Chess L.M. Kohn & Company | 5,688 | $231,023.64 | $254,196.72 | $23,173.08 | 10.03% |
| NA Nizar Araji National Bank Of Canada /FI/ | 4,025 | $165,548.25 | $179,998 | $14,449.75 | 8.73% |
Daniel L. Lippincott Karpus Management Inc. | 140,338 | $5.37M | $6.24M | $869,954.32 | 16.2% |
Jeff Ameen Spire Wealth Management | 234 | $10,709.86 | $10,464.48 | -$245.38 | -2.29% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 500 | $20,565 | $22,155 | $1,590 | 7.73% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 25 | $966 | $1,109.75 | $143.75 | 14.88% |
Bert D. Barre Colonial Trust Co. / SC | 687 | $26,456.37 | $30,729.51 | $4,273.14 | 16.15% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 6,172 | $265,087.4 | $274,283.68 | $9,196.28 | 3.47% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,850 | $67,729.13 | $81,973.5 | $14,244.37 | 21.03% |
Rob Dainard Hara Capital LLC | 200 | $7,586 | $8,874 | $1,288 | 16.98% |
David Levy Diversified Enterprises LLC | 11,108 | $464,588.59 | $493,639.52 | $29,050.93 | 6.25% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 51,434 | $2.24M | $2.28M | $40,914.62 | 1.83% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 75 | $2,888 | $3,354.37 | $466.37 | 16.15% |
Jefferson H. West Legacy Investment Solutions LLC | 1,522 | $55,492.12 | $67,211.52 | $11,719.4 | 21.12% |
| JC Jackson Calvin Sage Investment Counsel LLC | 5,400 | $201,042 | $241,326 | $40,284 | 20.04% |
Benjamin S. Smith Smith Asset Management Co LLC | 15,287 | $587,815.1 | $672,780.87 | $84,965.77 | 14.45% |
William F. Blake PMG Family Office LLC | 7,130 | $268,217.71 | $319,780.5 | $51,562.79 | 19.22% |