| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 2,900 | $51,191 | $51,968 | $777 | 1.52% |
| CE Curtis Ellergodt Rothschild Investment LLC | 229,703 | $3.42M | $4.12M | $694,716.13 | 20.3% |
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 22,148 | $362,988.8 | $396,892.16 | $33,903.36 | 9.34% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 634 | $10,347.08 | $11,361.28 | $1,014.2 | 9.8% |
Daniel L. Lippincott Karpus Management Inc. | 16,088 | $267,061 | $288,296.96 | $21,235.96 | 7.95% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 177,676 | $2.93M | $3.18M | $251,474.3 | 8.58% |
John Mezzasalma Mezzasalma Advisors LLC | 25,298 | $399,222.08 | $453,340.16 | $54,118.08 | 13.56% |
Kimberly Cappellano Private Wealth Asset Management LLC | 5,469 | $89,161.82 | $98,797.48 | $9,635.66 | 10.81% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 189,145 | $2.84M | $3.42M | $586,126.12 | 20.66% |
| DC Dominic Corabi Wedmont Private Capital | 11,023 | $182,981.8 | $198,965.15 | $15,983.35 | 8.73% |
| HM Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 11,280 | $181,945.8 | $203,998.8 | $22,053 | 12.12% |
Lindsey Seagraves Carson Advisory Inc. | 18,096 | $241,704.97 | $327,356.64 | $85,651.67 | 35.44% |
Caroline Jankowski Operose Advisors LLC | 7,000 | $97,790 | $126,560 | $28,770 | 29.42% |
| SP Samantha Pierangeli City State Bank | 472 | $6,319.42 | $8,449.98 | $2,130.56 | 33.71% |
| WJ William Jollie Quent Capital LLC | 2,999 | $48,396.4 | $54,131.95 | $5,735.55 | 11.85% |
| EM Erin Mccann Simplicity Wealth LLC | 17,757 | $285,887.7 | $320,336.28 | $34,448.58 | 12.05% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 107 | $1,723 | $1,935.63 | $212.63 | 12.34% |
Jill Grimes Centurion Wealth Management LLC | 13,451 | $183,231.85 | $243,328.59 | $60,096.74 | 32.8% |
Loni Adams Daymark Wealth Partners LLC | 21,930 | $302,863.13 | $396,713.7 | $93,850.57 | 30.99% |
Belena Vincetti Fortis Capital Advisors LLC | 47,796 | $793,414 | $864,629.64 | $71,215.64 | 8.98% |