| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 14,544 | $532,455.84 | $517,620.96 | -$14,834.88 | -2.79% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 125 | $3,982.25 | $4,448.75 | $466.5 | 11.71% |
Daniel L. Lippincott Karpus Management Inc. | 9,698 | $355,043.78 | $351,504.01 | -$3,539.77 | -1% |
| MB Mitchel Bialek Css LLC/IL | 8,500 | $200,175 | $304,980 | $104,805 | 52.36% |
| WL William LeVay Fca Corp /TX | 88,984 | $1.96M | $3.17M | $1.21M | 61.54% |
Jeff Ameen Spire Wealth Management | 277 | $7,677 | $9,972 | $2,295 | 29.89% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 550 | $22,163 | $19,574.5 | -$2,588.5 | -11.68% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,920 | $67,804.55 | $68,332.8 | $528.25 | 0.78% |
Joshua Stipcich Tidemark, LLC | 125 | $4,461.11 | $4,523.75 | $62.64 | 1.4% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 37,494 | $1.16M | $1.36M | $203,425.89 | 17.54% |
Ashley Meredith Abel Hall, LLC | 8,000 | $240,640 | $289,520 | $48,880 | 20.31% |
Navigoe LLC Navigoe LLC | 200 | $7,138 | $7,205 | $67 | 0.94% |
Chancellor Financial Group WB LP Chancellor Financial Group WB LP | 31,366 | $1.12M | $1.13M | $12,522.58 | 1.12% |
| LC Leslie Childs MB Levis & Associates LLC | 158 | $5,784.38 | $5,726.71 | -$57.67 | -1% |