| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 86,176 | $2.57M | $3.65M | $1.08M | 42.12% |
Michael Herman Apollon Financial, LLC | 38,596 | $1.44M | $1.61M | $162,984.14 | 11.29% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 1.78M | $71.81M | $74.88M | $3.07M | 4.28% |
David Millar Gen-Wealth Partners Inc | 811 | $31,970 | $34,301.24 | $2,331.24 | 7.29% |
Roger Krabbe Bank & Trust Co | 405 | $11,187 | $16,860.15 | $5,673.15 | 50.71% |
Elizabeth Arce Sovran Advisors LLC | 11,804 | $379,392.76 | $491,400.52 | $112,007.76 | 29.52% |
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 457,926 | $15.55M | $19.26M | $3.71M | 23.88% |
Crux Wealth Advisors Crux Wealth Advisors | 39,663 | $1.13M | $1.65M | $522,208.87 | 46.26% |
| IAL Intellus Advisors LLC Intellus Advisors LLC | 1.05M | $30.76M | $44.33M | $13.58M | 44.14% |
| ECC Elizabeth C. Carr CLG LLC | 20,092 | $571,018.85 | $836,429.96 | $265,411.11 | 46.48% |