| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 12,689 | $90,480 | $93,137.26 | $2,657.26 | 2.94% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 65,120 | $371,835.2 | $473,422.4 | $101,587.2 | 27.32% |
Bulldog Investors Bulldog Investors LLP | 10,715 | $75,326.45 | $77,362.3 | $2,035.85 | 2.7% |
Jeff Ameen Spire Wealth Management | 500 | $4,985.2 | $3,760 | -$1,225.2 | -24.58% |
Shad Lamm Keystone Wealth Services LLC | 14,704 | $138,038.75 | $110,574.08 | -$27,464.67 | -19.9% |
| MC mike Chen Byrne Asset Management LLC | 1,800 | $19,782 | $13,536 | -$6,246 | -31.57% |
Amanda Hawley Atria Wealth Solutions Inc. | 60,569 | $499,046.96 | $455,478.88 | -$43,568.08 | -8.73% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 18,856 | $191,864.1 | $141,797.12 | -$50,066.98 | -26.1% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 1.03M | $7.35M | $7.75M | $402,080.54 | 5.47% |
| CWL Channel Wealth LLC Channel Wealth LLC | 10,074 | $87,999.95 | $75,756.48 | -$12,243.47 | -13.91% |
Ashley Meredith Abel Hall, LLC | 30,000 | $161,100 | $225,600 | $64,500 | 40.04% |
Janice M. Powell Diversify Advisory Services, LLC | 13,015 | $94,749 | $95,530.1 | $781.1 | 0.82% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 13,015 | $94,749 | $97,872.8 | $3,123.8 | 3.3% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 52,914 | $330,140.01 | $380,451.66 | $50,311.65 | 15.24% |
| TKP Tallon Kerry Patrick Tallon Kerry Patrick | 12,108 | $64,053 | $91,052.16 | $26,999.16 | 42.15% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 414 | $2,475.72 | $3,113.28 | $637.56 | 25.75% |
Jefferson H. West Legacy Investment Solutions LLC | 5,270 | $32,305.1 | $39,630.4 | $7,325.3 | 22.68% |
Post Resch Tallon Group Inc. Post Resch Tallon Group Inc. | 10,485 | $74,755 | $78,847.2 | $4,092.2 | 5.47% |
North Ground Capital North Ground Capital | 24,731 | $133,494.89 | $177,815.89 | $44,321 | 33.2% |
| KGL Kilter Group LLC Kilter Group LLC | 1 | $5.71 | $7.3 | $1.59 | 27.85% |