| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 27,198 | $213,004.16 | $259,740.9 | $46,736.74 | 21.94% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 84,712 | $816,620 | $808,999.6 | -$7,620.4 | -0.93% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 60,577 | $528,509.42 | $578,510.35 | $50,000.93 | 9.46% |
| WGS Wilson G. Saville BARRETT & COMPANY Inc. | 6,600 | $63,626.27 | $61,941 | -$1,685.27 | -2.65% |
Daniel L. Lippincott Karpus Management Inc. | 1.62M | $13.12M | $15.23M | $2.11M | 16.11% |
| DM Diane Mcdermott SHIKIAR ASSET MANAGEMENT Inc. | 45,100 | $408,000 | $430,705 | $22,705 | 5.56% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 35,233 | $328,219.55 | $332,599.52 | $4,379.97 | 1.33% |
| RR rosemary richard WCG Wealth Advisors LLC | 69,767 | $589,057.35 | $654,763.29 | $65,705.94 | 11.15% |
| TSR Ted S. Rich RiverTree Advisors LLC | 327,022 | $2.84M | $3.09M | $251,364.68 | 8.86% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 17,284 | $142,593 | $163,160.96 | $20,567.96 | 14.42% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 11,568 | $101,580.22 | $109,201.92 | $7,621.7 | 7.5% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 10,503 | $88,483.92 | $98,623.17 | $10,139.25 | 11.46% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4,550 | $42,385 | $43,452.5 | $1,067.5 | 2.52% |
Lonny Elfenbein West Michigan Advisors LLC | 12,865 | $106,393.55 | $120,995.32 | $14,601.77 | 13.72% |
William Jollie Quent Capital LLC | 2,200 | $21,208 | $20,768 | -$440 | -2.07% |
Jim Clark Worth Asset Management LLC | 15,870 | $126,098.8 | $152,986.8 | $26,888 | 21.32% |
Amanda Hawley Atria Wealth Solutions Inc. | 15,112 | $129,036 | $142,657.28 | $13,621.28 | 10.56% |
Rachel Faulk Cape Investment Advisory Inc. | 1,565 | $15,087 | $14,773.6 | -$313.4 | -2.08% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 22,360 | $187,824.31 | $210,295.8 | $22,471.49 | 11.96% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 17,000 | $139,740 | $159,545 | $19,805 | 14.17% |