| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 987 | $29,463.35 | $30,532.84 | $1,069.49 | 3.63% |
Daniel L. Lippincott Karpus Management Inc. | 645,796 | $14.49M | $19.98M | $5.49M | 37.88% |
Jeff Ameen Spire Wealth Management | 185 | $4,621.3 | $5,716.5 | $1,095.2 | 23.7% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 58,200 | $1.54M | $1.8M | $257,326.24 | 16.7% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 50,168 | $1.49M | $1.54M | $48,784.62 | 3.27% |
Christopher C. Powers Farther Finance Advisors, LLC | 450 | $12,402 | $13,644 | $1,242 | 10.01% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 1,385 | $37,672 | $42,796.5 | $5,124.5 | 13.6% |
William F. Blake PMG Family Office LLC | 8,004 | $220,079.23 | $247,883.88 | $27,804.65 | 12.63% |