| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 102,921 | $1.12M | $1.15M | $24,700.73 | 2.2% |
Daniel L. Lippincott Karpus Management Inc. | 871,955 | $7.2M | $9.43M | $2.24M | 31.08% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 7,007 | $65,235.17 | $75,255.18 | $10,020.01 | 15.36% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1.89M | $24.54M | $20.6M | -$3.95M | -16.09% |
Courtney Holt Compound Planning, Inc. | 60,336 | $590,249.76 | $648,008.64 | $57,758.88 | 9.79% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 360 | $3,492 | $3,895.2 | $403.2 | 11.55% |
David Levy Diversified Enterprises LLC | 11,660 | $116,909.12 | $125,228.4 | $8,319.28 | 7.12% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 619 | $6,964.64 | $6,846.14 | -$118.5 | -1.7% |