| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 866 | $29,825.04 | $40,684.77 | $10,859.73 | 36.41% |
Daniel L. Lippincott Karpus Management Inc. | 562,909 | $20.47M | $26.45M | $5.98M | 29.19% |
Jeff Ameen Spire Wealth Management | 196 | $6,369.38 | $9,360.96 | $2,991.58 | 46.97% |
Kimberly Cappellano Private Wealth Asset Management LLC | 7,559 | $304,936.91 | $355,273 | $50,336.09 | 16.51% |
Larry Herold Herold Advisors Inc. | 6,103 | $223,255.12 | $286,841 | $63,585.88 | 28.48% |
| WL William Liberti Wealth Effects LLC | 16,739 | $812,459.88 | $792,256.87 | -$20,203.01 | -2.49% |
| TG Tyler Glazier New Millennium Group LLC | 1 | $38.17 | $47.33 | $9.16 | 24% |
| CB Catherine Bluvol Next Level Private LLC | 15,174 | $510,782.93 | $718,185.42 | $207,402.49 | 40.6% |
Amanda Hawley Atria Wealth Solutions Inc. | 12,482 | $476,437.94 | $581,912.09 | $105,474.15 | 22.14% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 383 | $14,680.57 | $17,698.43 | $3,017.86 | 20.56% |
Loni Adams Daymark Wealth Partners LLC | 5,975 | $228,066 | $277,807.62 | $49,741.62 | 21.81% |
Alexandra Stickelman Root Financial Partners, LLC | 1 | $41.36 | $46.34 | $4.98 | 12.04% |
Courtney Holt Compound Planning, Inc. | 11,442 | $463,850.8 | $530,222.28 | $66,371.48 | 14.31% |
Christopher C. Powers Farther Finance Advisors, LLC | 309 | $11,543.85 | $13,861.74 | $2,317.89 | 20.08% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 201 | $7,569.11 | $9,336.45 | $1,767.34 | 23.35% |
Joshua Stipcich Tidemark, LLC | 42 | $1,536 | $1,946.28 | $410.28 | 26.71% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,230 | $173,440.7 | $195,362.55 | $21,921.85 | 12.64% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 18,483 | $677,822.07 | $853,637.35 | $175,815.28 | 25.94% |
Ashley Meredith Abel Hall, LLC | 13,000 | $496,210 | $600,429.7 | $104,219.7 | 21% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 970 | $30,475.03 | $43,630.6 | $13,155.57 | 43.17% |