| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,456 | $86,254.08 | $101,106.64 | $14,852.56 | 17.22% |
Daniel L. Lippincott Karpus Management Inc. | 134,930 | $2.19M | $3.06M | $876,838.23 | 40.09% |
Lonny Elfenbein West Michigan Advisors LLC | 12,666 | $252,439.4 | $288,404.82 | $35,965.42 | 14.25% |
Jill Grimes Centurion Wealth Management LLC | 27,827 | $461,542.07 | $633,481.65 | $171,939.58 | 37.25% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,600 | $31,056 | $36,384 | $5,328 | 17.16% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 26,385 | $538,254 | $601,182.22 | $62,928.22 | 11.69% |
Proactive Wealth Strategies LLC Proactive Wealth Strategies LLC | 11,598 | $236,599.2 | $264,086.46 | $27,487.26 | 11.62% |
Benjamin S. Smith Smith Asset Management Co LLC | 149,777 | $3.1M | $3.41M | $309,966.29 | 9.99% |
William F. Blake PMG Family Office LLC | 57,847 | $1.24M | $1.31M | $70,173.54 | 5.64% |