| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 2,000 | $16,240 | $16,110 | -$130 | -0.8% |
Daniel L. Lippincott Karpus Management Inc. | 8.35M | $78.78M | $67.4M | -$11.38M | -14.45% |
John Mezzasalma Mezzasalma Advisors LLC | 34,166 | $274,212.78 | $275,723.04 | $1,510.26 | 0.55% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 12,298 | $105,883 | $99,489.59 | -$6,393.41 | -6.04% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 28,670 | $232,800.15 | $230,793.5 | -$2,006.65 | -0.86% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 400 | $3,368 | $3,220 | -$148 | -4.39% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 11,736 | $94,827 | $93,888 | -$939 | -0.99% |