| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 20,386 | $455,830 | $476,013.1 | $20,183.1 | 4.43% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,456 | $86,254.08 | $105,384.4 | $19,130.32 | 22.18% |
Daniel L. Lippincott Karpus Management Inc. | 134,313 | $2.18M | $3.17M | $993,431.78 | 45.62% |
Lonny Elfenbein West Michigan Advisors LLC | 12,666 | $252,439.4 | $285,364.98 | $32,925.58 | 13.04% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 48,756 | $1.09M | $1.1M | $8,288.68 | 0.76% |
Jill Grimes Centurion Wealth Management LLC | 27,827 | $461,542.07 | $626,942.31 | $165,400.24 | 35.84% |
Courtney Holt Compound Planning, Inc. | 31,217 | $627,000.32 | $703,319.01 | $76,318.69 | 12.17% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,600 | $31,056 | $36,048 | $4,992 | 16.07% |
Joe Miller Miller Financial Services LLC | 12,635 | $282,519 | $284,666.55 | $2,147.55 | 0.76% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 133 | $2,974 | $2,996.49 | $22.49 | 0.76% |
Proactive Wealth Strategies LLC Proactive Wealth Strategies LLC | 11,802 | $241,085.16 | $275,992.96 | $34,907.8 | 14.48% |
Benjamin S. Smith Smith Asset Management Co LLC | 149,777 | $3.1M | $3.37M | $272,522.04 | 8.79% |
William F. Blake PMG Family Office LLC | 58,460 | $1.26M | $1.32M | $59,286.81 | 4.71% |