| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 29,481 | $482,310 | $493,806.75 | $11,496.75 | 2.38% |
Daniel L. Lippincott Karpus Management Inc. | 199,137 | $2.97M | $3.44M | $472,244.24 | 15.92% |
| YA Yinka Akinsola Blue Trust Inc. | 6,040 | $96,277.6 | $101,230.4 | $4,952.8 | 5.14% |
Jeff Ameen Spire Wealth Management | 51,574 | $662,319.6 | $864,380.24 | $202,060.64 | 30.51% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 1,751 | $27,805.88 | $30,239.77 | $2,433.89 | 8.75% |
Jill Grimes Centurion Wealth Management LLC | 12,771 | $197,226.82 | $215,766.04 | $18,539.22 | 9.4% |
Bert D. Barre Colonial Trust Co. / SC | 371 | $5,023.34 | $6,268.04 | $1,244.7 | 24.78% |
Loni Adams Daymark Wealth Partners LLC | 10,790 | $134,119.52 | $182,297.05 | $48,177.53 | 35.92% |
Heather Scully NWF Advisory Services Inc. | 12,100 | $180,079.74 | $209,088 | $29,008.26 | 16.11% |
| RPG Retirement Planning Group LLC / NY Retirement Planning Group LLC / NY | 250,109 | $3.98M | $4.32M | $345,148.54 | 8.68% |
William F. Blake PMG Family Office LLC | 30,675 | $490,233.22 | $529,143.75 | $38,910.53 | 7.94% |