| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 132,165 | $1.06M | $1.24M | $178,761.59 | 16.87% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 364,315 | $3.57M | $3.42M | -$149,362.99 | -4.18% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 39,508 | $339,634.58 | $371,375.2 | $31,740.62 | 9.35% |
Daniel L. Lippincott Karpus Management Inc. | 1.17M | $9M | $10.96M | $1.95M | 21.71% |
| RS Richard Stram Marino, Stram & Associates LLC | 1,981 | $18,423.3 | $18,621.4 | $198.1 | 1.08% |
| AEK A. Eric Kauders, Jr. Old Point Trust & Financial Services N A | 1,998 | $19,041 | $18,781.2 | -$259.8 | -1.36% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 36,120 | $301,285.34 | $338,444.4 | $37,159.06 | 12.33% |
| JH Jonathan Hartzler Mcdonald Partners LLC | 26,462 | $244,124.92 | $248,742.8 | $4,617.88 | 1.89% |
| YA Yinka Akinsola Blue Trust Inc. | 10,000 | $77,229.7 | $94,000 | $16,770.3 | 21.71% |
Jeff Ameen Spire Wealth Management | 19,893 | $177,647.55 | $186,397.41 | $8,749.86 | 4.93% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1.31M | $10.49M | $12.26M | $1.77M | 16.82% |
Larry Herold Herold Advisors Inc. | 13,677 | $119,673.75 | $128,085.1 | $8,411.35 | 7.03% |
Matthew Liebman Amplius Wealth Advisors LLC | 32,185 | $276,141.99 | $302,056.22 | $25,914.23 | 9.38% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 85,585 | $752,146.3 | $801,931.45 | $49,785.15 | 6.62% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 433,016 | $4.36M | $4.07M | -$293,945.48 | -6.74% |
| RS Radon Stancil POM Investment Strategies LLC | 750 | $6,495 | $7,016.25 | $521.25 | 8.03% |
Seth Scher Matrix Private Capital Group LLC | 14,469 | $125,301.54 | $136,370.32 | $11,068.78 | 8.83% |
William Liberti Wealth Effects LLC | 47,972 | $510,957.95 | $449,257.78 | -$61,700.17 | -12.08% |
Sara S. Alexander Sonora Investment Management Group LLC | 11,710 | $95,670.7 | $109,664.15 | $13,993.45 | 14.63% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 3,000 | $23,890 | $28,005 | $4,115 | 17.22% |