| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 50,764 | $878,470.54 | $772,881.9 | -$105,588.64 | -12.02% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 6,295 | $97,803.85 | $96,061.7 | -$1,742.15 | -1.78% |
Daniel L. Lippincott Karpus Management Inc. | 117,675 | $1.69M | $1.8M | $105,907.5 | 6.27% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,000 | $14,900 | $15,225 | $325 | 2.18% |
Michael Byun SageView Advisory Group LLC | 16 | $241 | $244.48 | $3.48 | 1.44% |
| NL Nolan Langford Left Brain Wealth Management LLC | 20,535 | $307,200.6 | $315,006.9 | $7,806.3 | 2.54% |
| MV Moises Valladares Insigneo Advisory Services LLC | 17,406 | $266,710.19 | $266,311.8 | -$398.39 | -0.15% |
| KB Kyle Bubeck TrueMark Investments LLC | 59,196 | $867,624.5 | $903,922.92 | $36,298.42 | 4.18% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 11,634 | $167,533.35 | $177,534.84 | $10,001.49 | 5.97% |
Christopher C. Powers Farther Finance Advisors, LLC | 545 | $7,903 | $8,322.15 | $419.15 | 5.3% |
Christopher Griffith Stablepoint Partners, LLC | 11,262 | $168,953.19 | $171,914.43 | $2,961.24 | 1.75% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 10,436 | $156,925.92 | $159,149 | $2,223.08 | 1.42% |
Heather Scully NWF Advisory Services Inc. | 40,469 | $591,402.21 | $620,389.77 | $28,987.56 | 4.9% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 2,615 | $37,290 | $39,917.97 | $2,627.97 | 7.05% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 43,134 | $641,521.19 | $658,440.51 | $16,919.32 | 2.64% |
William F. Blake PMG Family Office LLC | 28,227 | $406,954.57 | $429,897.21 | $22,942.64 | 5.64% |