| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 470 | $4,799 | $4,845.7 | $46.7 | 0.97% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 100,445 | $1.02M | $1.04M | $19,398.2 | 1.91% |
Daniel L. Lippincott Karpus Management Inc. | 42,457 | $422,872 | $437,731.67 | $14,859.67 | 3.51% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 268,847 | $2.71M | $2.77M | $60,405.31 | 2.23% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 353,273 | $3.65M | $3.64M | -$8,224.5 | -0.23% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 27,210 | $283,976.55 | $280,535.1 | -$3,441.45 | -1.21% |
Lydia Moore MRP Capital Investments LLC | 8,000 | $82,160 | $82,480 | $320 | 0.39% |
David Bach River Street Advisors LLC | 11,845 | $121,649 | $122,121.95 | $472.95 | 0.39% |
Rob Dainard Hara Capital LLC | 24,600 | $251,166 | $253,626 | $2,460 | 0.98% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 594,149 | $6.05M | $6.13M | $80,492.3 | 1.33% |
Serena Grunenwald GEN Financial Management, INC. | 13,324 | $134,973 | $137,370.44 | $2,397.44 | 1.78% |
| RN Ron New Whipplewood Advisors LLC | 24,917 | $241,168.34 | $256,894.27 | $15,725.93 | 6.52% |
| DN Daniel Newman Noble Wealth Management PBC | 89,750 | $908,438.82 | $925,322.5 | $16,883.68 | 1.86% |
Heydon Traub Traub Capital Management LLC | 12,218 | $125,479 | $125,967.58 | $488.58 | 0.39% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 11,900 | $160,932.85 | $122,689 | -$38,243.85 | -23.76% |