| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 27,881 | $218,311.08 | $265,148.31 | $46,837.23 | 21.45% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 84,712 | $816,620 | $824,247.76 | $7,627.76 | 0.93% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 60,577 | $528,509.42 | $594,866.14 | $66,356.72 | 12.56% |
Daniel L. Lippincott Karpus Management Inc. | 1.62M | $13.12M | $15.82M | $2.7M | 20.61% |
| RR rosemary richard WCG Wealth Advisors LLC | 69,767 | $589,057.35 | $683,018.93 | $93,961.58 | 15.95% |
| TSR Ted S. Rich RiverTree Advisors LLC | 305,360 | $2.63M | $2.9M | $272,404.49 | 10.35% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 17,284 | $142,593 | $170,765.92 | $28,172.92 | 19.76% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 11,568 | $101,580.22 | $113,250.72 | $11,670.5 | 11.49% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 10,503 | $88,483.92 | $102,824.37 | $14,340.45 | 16.21% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,150 | $29,043 | $29,956.5 | $913.5 | 3.15% |
Lonny Elfenbein West Michigan Advisors LLC | 12,865 | $106,393.55 | $122,346.15 | $15,952.6 | 14.99% |
William Jollie Quent Capital LLC | 2,200 | $21,208 | $21,406 | $198 | 0.93% |
Jim Clark Worth Asset Management LLC | 15,870 | $126,098.8 | $150,923.7 | $24,824.9 | 19.69% |
Amanda Hawley Atria Wealth Solutions Inc. | 15,112 | $129,036 | $143,715.12 | $14,679.12 | 11.38% |
Rachel Faulk Cape Investment Advisory Inc. | 1,565 | $15,087 | $14,883.15 | -$203.85 | -1.35% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 22,360 | $187,824.31 | $212,643.6 | $24,819.29 | 13.21% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 17,000 | $139,740 | $161,670 | $21,930 | 15.69% |
Jill Grimes Centurion Wealth Management LLC | 52,043 | $397,941.98 | $494,928.93 | $96,986.95 | 24.37% |
Christopher E. Jaccard Financial Alternatives Inc. | 12,466 | $96,736.03 | $121,668.16 | $24,932.13 | 25.77% |
Scott Boyce Decker Retirement Planning Inc. | 204 | $1,793.32 | $1,940.04 | $146.72 | 8.18% |