| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 137,430 | $1.1M | $1.34M | $237,610.69 | 21.6% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 39,396 | $338,558.26 | $382,732.14 | $44,173.88 | 13.05% |
Daniel L. Lippincott Karpus Management Inc. | 1.18M | $9.1M | $11.45M | $2.35M | 25.84% |
| YA Yinka Akinsola Blue Trust Inc. | 10,000 | $77,229.7 | $97,050 | $19,820.3 | 25.66% |
Jeff Ameen Spire Wealth Management | 19,492 | $173,793.94 | $190,826.68 | $17,032.74 | 9.8% |
| SE Sima Elimelech Activest Wealth Management | 8,158 | $68,935.1 | $79,866.82 | $10,931.72 | 15.86% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1.19M | $9.33M | $11.6M | $2.27M | 24.38% |
Larry Herold Herold Advisors Inc. | 13,677 | $119,673.75 | $133,145.59 | $13,471.84 | 11.26% |
Matthew Liebman Amplius Wealth Advisors LLC | 32,185 | $276,141.99 | $309,941.55 | $33,799.56 | 12.24% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 64,761 | $552,027.66 | $633,038.77 | $81,011.11 | 14.68% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 419,094 | $4.23M | $4.1M | -$136,646.01 | -3.23% |
| RS Radon Stancil POM Investment Strategies LLC | 750 | $6,495 | $7,331.25 | $836.25 | 12.88% |
| SS Seth Scher Matrix Private Capital Group LLC | 14,469 | $125,301.54 | $141,434.47 | $16,132.93 | 12.88% |
| WL William Liberti Wealth Effects LLC | 47,972 | $510,957.95 | $468,926.3 | -$42,031.65 | -8.23% |
| SSA Sara S. Alexander Sonora Investment Management Group LLC | 11,710 | $95,670.7 | $114,465.25 | $18,794.55 | 19.65% |
| TT Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 3,000 | $23,890 | $29,325 | $5,435 | 22.75% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 741,744 | $6.45M | $7.25M | $795,691.67 | 12.33% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 26,700 | $217,872 | $260,151.45 | $42,279.45 | 19.41% |
| LWL Leo Wealth LLC Leo Wealth LLC | 88,886 | $686,200 | $867,527.36 | $181,327.36 | 26.42% |
Jonathan Straus Commons Capital LLC | 53,537 | $467,457.45 | $522,521.12 | $55,063.67 | 11.78% |