| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 101,259 | $902,220 | $806,021.64 | -$96,198.36 | -10.66% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 55,313 | $414,959.81 | $440,291.48 | $25,331.67 | 6.1% |
| RC Robert Chess L.M. Kohn & Company | 22,836 | $181,256.08 | $182,231.28 | $975.2 | 0.54% |
Daniel L. Lippincott Karpus Management Inc. | 2.46M | $17.35M | $19.39M | $2.04M | 11.75% |
| RAS Robert A. Saperstein Guggenheim Capital LLC | 1.07M | $8.1M | $8.33M | $229,144.14 | 2.83% |
Jeff Ameen Spire Wealth Management | 4,660 | $51,073.6 | $37,093.6 | -$13,980 | -27.37% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 34,623 | $308,490.93 | $275,599.08 | -$32,891.85 | -10.66% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 29,915 | $249,792.9 | $238,572.12 | -$11,220.78 | -4.49% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 1,500 | $8,370 | $11,722.5 | $3,352.5 | 40.05% |
Amanda Hawley Atria Wealth Solutions Inc. | 17,872 | $127,427.36 | $142,261.12 | $14,833.76 | 11.64% |
Bert D. Barre Colonial Trust Co. / SC | 3,301 | $23,965.26 | $26,193.43 | $2,228.17 | 9.3% |
Sheryl Stephens Stephens Consulting LLC | 200 | $1,364 | $1,563 | $199 | 14.59% |
Christopher C. Powers Farther Finance Advisors, LLC | 10,649 | $76,672.09 | $84,766.04 | $8,093.95 | 10.56% |
Courtney Haddad Concurrent Investment Advisors, LLC | 15,108 | $108,114.95 | $117,540.24 | $9,425.29 | 8.72% |
Joshua Stipcich Tidemark, LLC | 2,400 | $13,848 | $19,032 | $5,184 | 37.44% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 2,994 | $26,677 | $23,727.45 | -$2,949.55 | -11.06% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 2.16M | $17.21M | $17.21M | $5,532.3 | 0.03% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 394,418 | $2.97M | $3.12M | $155,434.23 | 5.24% |
Heather Scully NWF Advisory Services Inc. | 32,600 | $219,292 | $255,584 | $36,292 | 16.55% |
Ameriflex Group Inc. Ameriflex Group Inc. | 500 | $3,770 | $3,980 | $210 | 5.57% |