| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 27,045 | $244,220 | $234,209.7 | -$10,010.3 | -4.1% |
Bulldog Investors Bulldog Investors LLP | 10,000 | $90,300 | $88,950 | -$1,350 | -1.5% |
Kyle P. Smith NewEdge Wealth LLC | 10,767 | $80,025.1 | $93,242.22 | $13,217.12 | 16.52% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 25,100 | $226,653 | $217,366 | -$9,287 | -4.1% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 9,600 | $86,688 | $83,280 | -$3,408 | -3.93% |
Samantha Pierangeli City State Bank | 12,913 | $80,835.38 | $103,949.65 | $23,114.27 | 28.59% |
William Jollie Quent Capital LLC | 1,500 | $13,545 | $12,870 | -$675 | -4.98% |
Amanda Hawley Atria Wealth Solutions Inc. | 42,025 | $297,562.3 | $338,301.25 | $40,738.95 | 13.69% |
Brian Dechow SWAN Capital LLC | 340 | $2,128 | $2,947.8 | $819.8 | 38.52% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 646,261 | $5.84M | $5.6M | -$239,116.76 | -4.1% |
| PIL PFG Investments LLC PFG Investments LLC | 18,288 | $134,838.55 | $158,648.4 | $23,809.85 | 17.66% |
| KB Kyle Bubeck TrueMark Investments LLC | 31,814 | $214,808.36 | $275,668.31 | $60,859.95 | 28.33% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 40,697 | $367,494 | $368,104.36 | $610.36 | 0.17% |
Courtney Haddad Concurrent Investment Advisors, LLC | 51,419 | $341,185.73 | $413,922.95 | $72,737.22 | 21.32% |
Joseph C. Gissy Tactive Advisors, LLC | 13,214 | $88,764.79 | $106,372.7 | $17,607.91 | 19.84% |
Kyle Jones Pineridge Advisors LLC | 1,350 | $8,451 | $10,867.5 | $2,416.5 | 28.59% |
| CLJ Cathy Lynne Juilfs ACCREDITED INVESTOR SERVICES, LLC | 30,428 | $200,651.14 | $259,246.56 | $58,595.42 | 29.2% |
| KSB Kennebec Savings Bank Kennebec Savings Bank | 13 | $117 | $117.45 | $0.45 | 0.38% |
Nicole Reese WPG Advisers LLC | 7,185 | $47,439.41 | $64,952.4 | $17,512.99 | 36.92% |
| CTC Caldwell Trust Co Caldwell Trust Co | 1,000 | $7,850 | $9,040 | $1,190 | 15.16% |