| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,450 | $84,039 | $94,081.5 | $10,042.5 | 11.95% |
Daniel L. Lippincott Karpus Management Inc. | 416,375 | $9.46M | $11.38M | $1.93M | 20.38% |
Jeff Ameen Spire Wealth Management | 121,608 | $2.91M | $3.34M | $425,274.78 | 14.61% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 69,983 | $1.72M | $1.91M | $186,382.67 | 10.84% |
| MD Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 933 | $23,492.94 | $25,284.3 | $1,791.36 | 7.63% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,119 | $73,608.4 | $84,805.61 | $11,197.21 | 15.21% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 24,028 | $614,204.93 | $653,097.86 | $38,892.93 | 6.33% |
| CB Catherine Bluvol Next Level Private LLC | 8,288 | $227,174.08 | $225,599.36 | -$1,574.72 | -0.69% |
Jonathan Straus Commons Capital LLC | 22,562 | $554,945.81 | $612,783.92 | $57,838.11 | 10.42% |
| EM Erin Mccann Simplicity Wealth LLC | 11,468 | $288,764.24 | $311,470.88 | $22,706.64 | 7.86% |
Christopher Schurmann Summit Investment Advisory Services LLC | 19,590 | $472,181.2 | $532,064.4 | $59,883.2 | 12.68% |
Michael Byun SageView Advisory Group LLC | 263 | $6,623 | $7,124.67 | $501.67 | 7.57% |
Amanda Hawley Atria Wealth Solutions Inc. | 13,712 | $314,734.4 | $372,897.84 | $58,163.44 | 18.48% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 577 | $13,919.88 | $15,633.81 | $1,713.93 | 12.31% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 13,515 | $307,798.53 | $367,472.85 | $59,674.32 | 19.39% |
| MV Moises Valladares Insigneo Advisory Services LLC | 19,500 | $450,800 | $529,859.85 | $79,059.85 | 17.54% |
Jeffrey Steele Silverlake Wealth Management LLC | 21,769 | $648,499.63 | $591,513.8 | -$56,985.83 | -8.79% |
Christopher C. Powers Farther Finance Advisors, LLC | 916 | $21,639.52 | $24,823.6 | $3,184.08 | 14.71% |
Kristy DeJarnette Financial Security Advisor, Inc. | 12,500 | $271,605.65 | $340,687.5 | $69,081.85 | 25.43% |
Courtney Haddad Concurrent Investment Advisors, LLC | 12,897 | $303,125.76 | $349,766.64 | $46,640.88 | 15.39% |