| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 7,250 | $156,124.56 | $160,733.22 | $4,608.66 | 2.95% |
Daniel L. Lippincott Karpus Management Inc. | 110,532 | $2.26M | $2.46M | $201,720.62 | 8.92% |
Jeff Ameen Spire Wealth Management | 10,640 | $219,010.98 | $236,740 | $17,729.02 | 8.1% |
| OFA Olalekan F. Adeduji Washington Trust Advisors Inc. | 2,965 | $71,011.75 | $66,015.72 | -$4,996.03 | -7.04% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 19,217 | $371,265.56 | $427,001.74 | $55,736.18 | 15.01% |
| WL William Liberti Wealth Effects LLC | 11,135 | $258,256.05 | $247,424.15 | -$10,831.9 | -4.19% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 14,947 | $351,254.64 | $331,673.93 | -$19,580.71 | -5.57% |
Jonathan Straus Commons Capital LLC | 18,148 | $417,627.17 | $402,704.12 | -$14,923.05 | -3.57% |
Mark Fiskio Empirical Asset Management LLC | 12,945 | $273,586.99 | $287,249.55 | $13,662.56 | 4.99% |
Amanda Hawley Atria Wealth Solutions Inc. | 9,566 | $208,361.92 | $212,843.5 | $4,481.58 | 2.15% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,068 | $25,759.59 | $23,677.56 | -$2,082.03 | -8.08% |
Bert D. Barre Colonial Trust Co. / SC | 17,764 | $423,494.2 | $394,360.8 | -$29,133.4 | -6.88% |
Denise Reinert CGC Financial Services, LLC | 3,002 | $63,342 | $66,554.34 | $3,212.34 | 5.07% |
Christopher C. Powers Farther Finance Advisors, LLC | 25,553 | $538,697.7 | $555,522.22 | $16,824.52 | 3.12% |
Owen McCabe Tyche Wealth Partners LLC | 26,425 | $494,965.91 | $586,899.25 | $91,933.34 | 18.57% |
Douglas E. Morisoli Fairman Group, LLC | 13,000 | $283,139.98 | $288,080 | $4,940.02 | 1.74% |
Kayla Tweedy JBR Co Financial Management Inc | 148,654 | $2.91M | $3.29M | $388,697.01 | 13.38% |
Ian Jameson American Capital Advisory, LLC | 2,725 | $51,012 | $60,413.25 | $9,401.25 | 18.43% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 16,337 | $356,450.77 | $361,374.44 | $4,923.67 | 1.38% |
David Levy Diversified Enterprises LLC | 12,393 | $269,128.45 | $273,513.51 | $4,385.06 | 1.63% |