| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel L. Lippincott Karpus Management Inc. | 263,185 | $3.56M | $3.57M | $12,264.23 | 0.34% |
Jim Clark Worth Asset Management LLC | 21,831 | $295,591.74 | $296,464.98 | $873.24 | 0.3% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 117,358 | $1.5M | $1.59M | $88,663.57 | 5.92% |
David Bach River Street Advisors LLC | 28,566 | $361,075 | $386,055.21 | $24,980.21 | 6.92% |
Jill Batley Gateway Wealth Partners LLC | 351,058 | $4.5M | $4.74M | $243,235.49 | 5.41% |
| PIL PFG Investments LLC PFG Investments LLC | 12,724 | $168,186.32 | $171,901.24 | $3,714.92 | 2.21% |
Courtney Haddad Concurrent Investment Advisors, LLC | 44,475 | $583,171.24 | $601,751.2 | $18,579.96 | 3.19% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 546,079 | $7.08M | $7.4M | $324,269.44 | 4.58% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 700 | $9,135 | $9,548 | $413 | 4.52% |
| IAL IFC Advisors LLC IFC Advisors LLC | 30,000 | $379,800.21 | $405,300 | $25,499.79 | 6.71% |
| DN Daniel Newman Noble Wealth Management PBC | 74,697 | $979,708.14 | $1.01M | $29,448.33 | 3.01% |
Cole Dimond Caliber Wealth Management LLC / KS | 12,000 | $161,040 | $162,240 | $1,200 | 0.75% |
Nicole Reese WPG Advisers LLC | 266 | $3,365.91 | $3,596.32 | $230.41 | 6.85% |