| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 102,921 | $1.12M | $975,691.08 | -$145,118.92 | -12.95% |
Daniel L. Lippincott Karpus Management Inc. | 871,955 | $7.2M | $8.27M | $1.07M | 14.85% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 7,007 | $65,235.17 | $66,286.22 | $1,051.05 | 1.61% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1.89M | $24.54M | $17.91M | -$6.63M | -27.02% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,200 | $11,688 | $11,376 | -$312 | -2.67% |
Courtney Holt Compound Planning, Inc. | 67,650 | $667,883.49 | $638,616 | -$29,267.49 | -4.38% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 360 | $3,492 | $3,423.6 | -$68.4 | -1.96% |
David Levy Diversified Enterprises LLC | 11,660 | $116,909.12 | $109,720.6 | -$7,188.52 | -6.15% |
Basepoint Wealth LLC Basepoint Wealth LLC | 619 | $6,964.64 | $5,824.79 | -$1,139.85 | -16.37% |