| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel L. Lippincott Karpus Management Inc. | 184,196 | $2.72M | $2.99M | $270,767.99 | 9.95% |
| YA Yinka Akinsola Blue Trust Inc. | 6,040 | $96,277.6 | $98,150 | $1,872.4 | 1.94% |
Jeff Ameen Spire Wealth Management | 51,574 | $662,319.6 | $838,077.5 | $175,757.9 | 26.54% |
Jill Grimes Centurion Wealth Management LLC | 12,771 | $197,226.82 | $207,528.75 | $10,301.93 | 5.22% |
Bert D. Barre Colonial Trust Co. / SC | 371 | $5,023.34 | $6,028.75 | $1,005.41 | 20.01% |
Loni Adams Daymark Wealth Partners LLC | 10,790 | $134,119.52 | $175,337.5 | $41,217.98 | 30.73% |
Heather Scully NWF Advisory Services Inc. | 10,100 | $147,359.74 | $165,840.99 | $18,481.25 | 12.54% |
| RPG Retirement Planning Group LLC / NY Retirement Planning Group LLC / NY | 255,078 | $4.06M | $4.15M | $93,101.56 | 2.3% |
William F. Blake PMG Family Office LLC | 29,369 | $469,493.94 | $484,001.12 | $14,507.18 | 3.09% |