| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 1,276 | $32,693.88 | $35,370.72 | $2,676.84 | 8.19% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 1.23M | $29.69M | $34.14M | $4.45M | 14.99% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 14,415 | $355,824.93 | $398,961.07 | $43,136.14 | 12.12% |
Daniel L. Lippincott Karpus Management Inc. | 169,477 | $4.39M | $4.69M | $307,600.51 | 7.01% |
Bulldog Investors Bulldog Investors LLP | 10,744 | $259,037.84 | $297,125.32 | $38,087.48 | 14.7% |
Jeff Ameen Spire Wealth Management | 3,000 | $82,575.63 | $83,340 | $764.37 | 0.93% |
Kyle P. Smith NewEdge Wealth LLC | 16,914 | $404,541.98 | $468,517.8 | $63,975.82 | 15.81% |
John Mezzasalma Mezzasalma Advisors LLC | 20,805 | $502,468.28 | $576,298.5 | $73,830.22 | 14.69% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 1,200 | $29,280 | $33,186 | $3,906 | 13.34% |
Christopher Moore Paralel Advisors LLC | 2.75M | $77.43M | $76.05M | -$1.38M | -1.78% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 6,000 | $156,831.48 | $166,140 | $9,308.52 | 5.94% |
| SS Seth Scher Matrix Private Capital Group LLC | 120,381 | $3.12M | $3.34M | $222,704.85 | 7.15% |
| RLE Raymond L. Eaton Primoris Wealth Advisors LLC | 13,697 | $390,143.29 | $379,269.93 | -$10,873.36 | -2.79% |
| SW Scott Williams Investmark Advisory Group LLC | 10,201 | $286,645.39 | $282,567.7 | -$4,077.69 | -1.42% |
Amanda Hawley Atria Wealth Solutions Inc. | 57,853 | $1.51M | $1.6M | $90,225.58 | 5.96% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 584 | $15,681.25 | $16,179.72 | $498.47 | 3.18% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 8,466 | $193,448.02 | $234,592.86 | $41,144.84 | 21.27% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 41,854 | $1M | $1.16M | $155,826.94 | 15.51% |
Bert D. Barre Colonial Trust Co. / SC | 1,200 | $26,976 | $33,252 | $6,276 | 23.27% |
Jeffrey D. Munjack JDM Financial Group LLC | 418 | $10,679.9 | $11,582.78 | $902.88 | 8.45% |