| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 30,525 | $1.55M | $1.49M | -$59,831.25 | -3.87% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 18,447 | $921,357.55 | $909,252.63 | -$12,104.92 | -1.31% |
| MB Mark Bloom Anchor Capital Management Group Inc. | 18,000 | $658,080 | $832,680 | $174,600 | 26.53% |
Daniel L. Lippincott Karpus Management Inc. | 639,482 | $24.35M | $31.86M | $7.51M | 30.82% |
Jeff Ameen Spire Wealth Management | 199 | $6,521.51 | $9,205.74 | $2,684.23 | 41.16% |
Larry Herold Herold Advisors Inc. | 6,103 | $223,255.12 | $282,324.78 | $59,069.66 | 26.46% |
William Liberti Wealth Effects LLC | 16,755 | $813,271.24 | $815,800.95 | $2,529.71 | 0.31% |
Tyler Glazier New Millennium Group LLC | 1 | $38.17 | $46.26 | $8.09 | 21.19% |
| CB Catherine Bluvol Next Level Private LLC | 15,174 | $510,782.93 | $701,949.24 | $191,166.31 | 37.43% |
Mark Fiskio Empirical Asset Management LLC | 5,000 | $253,550 | $243,975 | -$9,575 | -3.78% |
Amanda Hawley Atria Wealth Solutions Inc. | 12,482 | $476,437.94 | $577,417.32 | $100,979.38 | 21.19% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 383 | $14,680.57 | $17,717.58 | $3,037.01 | 20.69% |
Loni Adams Daymark Wealth Partners LLC | 5,975 | $228,066 | $276,403.5 | $48,337.5 | 21.19% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 4,100 | $207,911 | $189,666 | -$18,245 | -8.78% |
Courtney Holt Compound Planning, Inc. | 27,066 | $1M | $1.25M | $250,093.36 | 24.96% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 6,914 | $350,609 | $319,841.64 | -$30,767.36 | -8.78% |
Christopher C. Powers Farther Finance Advisors, LLC | 309 | $11,543.85 | $14,294.34 | $2,750.49 | 23.83% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 201 | $7,569.11 | $9,298.26 | $1,729.15 | 22.84% |
Joshua Stipcich Tidemark, LLC | 42 | $1,536 | $2,049.39 | $513.39 | 33.42% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,230 | $173,440.7 | $211,373.1 | $37,932.4 | 21.87% |