| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RC Robert Chess L.M. Kohn & Company | 5,688 | $231,023.64 | $242,081.28 | $11,057.64 | 4.79% |
Daniel L. Lippincott Karpus Management Inc. | 141,442 | $5.41M | $6.02M | $605,630.55 | 11.19% |
Jeff Ameen Spire Wealth Management | 234 | $10,709.86 | $9,959.04 | -$750.82 | -7.01% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 500 | $20,565 | $21,280 | $715 | 3.48% |
Michael Byun SageView Advisory Group LLC | 1,010 | $41,541 | $42,985.6 | $1,444.6 | 3.48% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 25 | $966 | $1,064 | $98 | 10.14% |
Bert D. Barre Colonial Trust Co. / SC | 687 | $26,456.37 | $29,238.72 | $2,782.35 | 10.52% |
Alexandra Stickelman Root Financial Partners, LLC | 580 | $21,593 | $24,684.8 | $3,091.8 | 14.32% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,987 | $72,724.15 | $84,566.72 | $11,842.57 | 16.28% |
Rob Dainard Hara Capital LLC | 4,056 | $153,844.08 | $172,623.36 | $18,779.28 | 12.21% |
David Levy Diversified Enterprises LLC | 11,018 | $460,722.96 | $468,926.08 | $8,203.12 | 1.78% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 51,887 | $2.26M | $2.21M | -$52,316 | -2.31% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 75 | $2,888 | $3,192 | $304 | 10.53% |
Jefferson H. West Legacy Investment Solutions LLC | 1,522 | $55,492.12 | $64,776.32 | $9,284.2 | 16.73% |
| JC Jackson Calvin Sage Investment Counsel LLC | 5,400 | $201,042 | $229,824 | $28,782 | 14.32% |
Benjamin S. Smith Smith Asset Management Co LLC | 16,179 | $622,281.81 | $688,578.24 | $66,296.43 | 10.65% |
William F. Blake PMG Family Office LLC | 7,130 | $268,217.71 | $303,452.8 | $35,235.09 | 13.14% |