| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 1.04M | $38.08M | $43.67M | $5.6M | 14.7% |
Scott K Sprinkle Sprinkle Financial Consultants LLC | 91,207 | $2.99M | $3.82M | $831,760.61 | 27.8% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 6,000 | $217,080 | $251,250 | $34,170 | 15.74% |
| AJP Aaron J. Plautz Principia Wealth Advisory LLC | 4,627 | $146,214.95 | $190,886.88 | $44,671.93 | 30.55% |
| WWA Wingate Wealth Advisors Inc. Wingate Wealth Advisors Inc. | 73,835 | $2.38M | $3.09M | $711,209.4 | 29.93% |
| MP Megan Parrish Berkeley Inc. | 41,942 | $1.4M | $1.73M | $326,534.01 | 23.25% |
Archer Investment Management LLC Archer Investment Management LLC | 56,094 | $1.79M | $2.32M | $523,639.25 | 29.2% |
| LSL Legacy Solutions LLC Legacy Solutions LLC | 27,394 | $1.14M | $1.13M | -$8,628.83 | -0.76% |
Avi Kantor Certior Financial Group LLC | 45,279 | $1.49M | $1.87M | $382,267.75 | 25.73% |
| SC Shawn Clark Accredited Wealth Management LLC | 3,898 | $124,619.13 | $160,811.99 | $36,192.86 | 29.04% |
Sarah Byrd Alpha Advisors LLC/VA | 316,129 | $10.32M | $13.07M | $2.75M | 26.67% |