| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 29,481 | $482,310 | $503,093.29 | $20,783.29 | 4.31% |
Daniel L. Lippincott Karpus Management Inc. | 199,137 | $2.97M | $3.4M | $431,421.35 | 14.54% |
| RAS Robert A. Saperstein Guggenheim Capital LLC | 317,568 | $4.34M | $5.4M | $1.06M | 24.42% |
| KR Kevin Rutherford 1607 Capital Partners LLC | 503,250 | $7.78M | $8.47M | $696,932.95 | 8.96% |
| RS Robert Shaker Shaker Financial Services LLC | 519,128 | $8.04M | $8.88M | $837,773.41 | 10.41% |
Jeff Ameen Spire Wealth Management | 51,574 | $662,319.6 | $880,368.18 | $218,048.58 | 32.92% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 1,751 | $27,805.88 | $29,880.82 | $2,074.94 | 7.46% |
Jill Grimes Centurion Wealth Management LLC | 13,059 | $202,105.7 | $222,917.13 | $20,811.43 | 10.3% |
Bert D. Barre Colonial Trust Co. / SC | 371 | $5,023.34 | $6,336.68 | $1,313.34 | 26.14% |
Loni Adams Daymark Wealth Partners LLC | 10,790 | $134,119.52 | $181,703.6 | $47,584.08 | 35.48% |
Heather Scully NWF Advisory Services Inc. | 12,100 | $180,079.74 | $206,486.5 | $26,406.76 | 14.66% |
Retirement Planning Group LLC / NY Retirement Planning Group LLC / NY | 250,109 | $3.98M | $4.27M | $291,375.36 | 7.33% |
William F. Blake PMG Family Office LLC | 30,805 | $492,482.68 | $525,687.36 | $33,204.68 | 6.74% |