| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 57,367 | $437,471.65 | $502,248.08 | $64,776.43 | 14.81% |
| RC Robert Chess L.M. Kohn & Company | 22,836 | $181,256.08 | $199,815 | $18,558.92 | 10.24% |
Daniel L. Lippincott Karpus Management Inc. | 2.19M | $14.95M | $19.19M | $4.23M | 28.32% |
Jeff Ameen Spire Wealth Management | 4,660 | $51,073.6 | $40,821.6 | -$10,252 | -20.07% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 26,705 | $223,888.2 | $233,668.75 | $9,780.55 | 4.37% |
| TT Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 1,500 | $8,370 | $13,125 | $4,755 | 56.81% |
Amanda Hawley Atria Wealth Solutions Inc. | 17,872 | $127,427.36 | $156,469.36 | $29,042 | 22.79% |
Bert D. Barre Colonial Trust Co. / SC | 3,301 | $23,965.26 | $28,900.25 | $4,934.99 | 20.59% |
| SS Sheryl Stephens Stephens Consulting LLC | 200 | $1,364 | $1,751 | $387 | 28.37% |
Christopher C. Powers Farther Finance Advisors, LLC | 9,861 | $69,753.1 | $85,593.48 | $15,840.38 | 22.71% |
Courtney Haddad Concurrent Investment Advisors, LLC | 14,959 | $106,787.38 | $130,966.04 | $24,178.66 | 22.64% |
Joshua Stipcich Tidemark, LLC | 2,400 | $13,848 | $21,012 | $7,164 | 51.73% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 1.48M | $11.12M | $12.95M | $1.83M | 16.47% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 402,639 | $3.03M | $3.52M | $494,720.68 | 16.34% |
| LCB Lawrence C. Busch Sage Capital Management, LLC | 14,000 | $105,560 | $122,570 | $17,010 | 16.11% |
Heather Scully NWF Advisory Services Inc. | 28,700 | $184,543 | $249,690 | $65,147 | 35.3% |
Ameriflex Group Inc. Ameriflex Group Inc. | 500 | $3,770 | $4,355 | $585 | 15.52% |
William F. Blake PMG Family Office LLC | 62,698 | $472,461.96 | $548,607.5 | $76,145.54 | 16.12% |