| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 9,822 | $376,420.56 | $404,273.52 | $27,852.96 | 7.4% |
James Rankin Modern Wealth Management, LLC | 86,176 | $2.57M | $3.58M | $1.01M | 39.41% |
Michael Herman Apollon Financial, LLC | 38,596 | $1.44M | $1.62M | $171,475.26 | 11.88% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 1.78M | $71.81M | $74.06M | $2.26M | 3.14% |
David Millar Gen-Wealth Partners Inc | 811 | $31,970 | $33,899.8 | $1,929.8 | 6.04% |
Roger Krabbe Bank & Trust Co | 405 | $11,187 | $16,949.25 | $5,762.25 | 51.51% |
Elizabeth Arce Sovran Advisors LLC | 11,804 | $379,392.76 | $494,115.44 | $114,722.68 | 30.24% |
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 457,926 | $15.55M | $19.23M | $3.68M | 23.69% |
Crux Wealth Advisors Crux Wealth Advisors | 39,663 | $1.13M | $1.67M | $537,479.12 | 47.61% |
| IAL Intellus Advisors LLC Intellus Advisors LLC | 1.05M | $30.76M | $44.01M | $13.25M | 43.08% |
| ECC Elizabeth C. Carr CLG LLC | 19,441 | $552,517.29 | $819,206.8 | $266,689.51 | 48.27% |