| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 50,764 | $878,470.54 | $785,826.72 | -$92,643.82 | -10.55% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 271,270 | $3.91M | $4.38M | $474,722.5 | 12.15% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 6,295 | $97,803.85 | $101,664.25 | $3,860.4 | 3.95% |
Daniel L. Lippincott Karpus Management Inc. | 117,615 | $1.69M | $1.89M | $198,769.23 | 11.77% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,000 | $14,900 | $15,480 | $580 | 3.89% |
Nolan Langford Left Brain Wealth Management LLC | 20,544 | $307,330.2 | $318,021.12 | $10,690.92 | 3.48% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 499,696 | $7.2M | $7.74M | $539,671.68 | 7.5% |
Moises Valladares Insigneo Advisory Services LLC | 14,988 | $229,401.77 | $240,557.39 | $11,155.62 | 4.86% |
| KB Kyle Bubeck TrueMark Investments LLC | 88,556 | $1.29M | $1.37M | $80,438.38 | 6.23% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 10,516 | $151,433.79 | $162,787.68 | $11,353.89 | 7.5% |
Christopher C. Powers Farther Finance Advisors, LLC | 545 | $7,903 | $8,436.6 | $533.6 | 6.75% |
Christopher Griffith Stablepoint Partners, LLC | 11,262 | $168,953.19 | $174,335.76 | $5,382.57 | 3.19% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 10,436 | $156,925.92 | $163,010.32 | $6,084.4 | 3.88% |
Heather Scully NWF Advisory Services Inc. | 40,473 | $591,459.81 | $626,522.04 | $35,062.23 | 5.93% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 2,615 | $37,290 | $40,480.2 | $3,190.2 | 8.56% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 47,049 | $697,897.19 | $734,905.38 | $37,008.19 | 5.3% |
William F. Blake PMG Family Office LLC | 30,344 | $437,439.37 | $469,725.12 | $32,285.75 | 7.38% |