| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Glass AlphaCentric Advisors LLC | 12,122 | $1.21M | $1.44M | $233,622.92 | 19.34% |
Michael Topley Lansing Street Advisors | 9,022 | $726,866.06 | $1.07M | $346,210.62 | 47.63% |
Kevin Zemann WealthPlan Investment Management LLC | 5,156 | $463,314.72 | $613,254.64 | $149,939.92 | 32.36% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 76 | $7,865.82 | $9,039.44 | $1,173.62 | 14.92% |
Rodrigo Diaz Plan Group Financial LLC | 8,406 | $723,153.78 | $999,809.64 | $276,655.86 | 38.26% |
Rachel Faulk Cape Investment Advisory Inc. | 123 | $14,000 | $14,794.44 | $794.44 | 5.67% |
Daniel Guy Ethos Financial Group LLC | 6,695 | $603,956.35 | $796,303.3 | $192,346.95 | 31.85% |
| TT Thaddeus Toal RCS Financial Planning LLC | 2,764 | $296,826.18 | $328,750.16 | $31,923.98 | 10.76% |
Jeffrey Hanson Breakwater Capital Group | 18,004 | $1.33M | $2.14M | $809,320.15 | 60.76% |
Jill Batley Gateway Wealth Partners LLC | 25,863 | $2.6M | $3.08M | $479,821.47 | 18.48% |
| PIL PFG Investments LLC PFG Investments LLC | 2,420 | $213,588.76 | $287,834.8 | $74,246.04 | 34.76% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 55 | $5,906 | $6,541.7 | $635.7 | 10.76% |
Bradley Harsch Strategic Advocates LLC | 12,445 | $1.3M | $1.51M | $213,565.92 | 16.47% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,083 | $108,302.35 | $128,812.02 | $20,509.67 | 18.94% |
Dina Fliss Global View Capital Management LLC | 8,480 | $910,667.31 | $1.01M | $97,943.89 | 10.76% |
James Rankin Modern Wealth Management, LLC | 60,531 | $6.89M | $7.44M | $549,002.59 | 7.97% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 73 | $5,950 | $8,682.62 | $2,732.62 | 45.93% |
Michael Herman Apollon Financial, LLC | 5,627 | $466,936.56 | $669,275.38 | $202,338.82 | 43.33% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 167 | $13,708 | $19,862.98 | $6,154.98 | 44.9% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 1,947 | $209,128.97 | $236,229.51 | $27,100.54 | 12.96% |