| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MLG Mary L. Gibbons RIA Advisory Group LLC | 22,645 | $1.11M | $1.55M | $445,612.47 | 40.22% |
Lucas Mosher SP Asset Management LLC | 51,588 | $1.15M | $3.54M | $2.39M | 208.25% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 11,314 | $412,642.55 | $774,103.88 | $361,461.33 | 87.6% |
| WJW Walter J. West Milestone Asset Management LLC | 4,470 | $250,610.55 | $304,630.5 | $54,019.95 | 21.56% |
| FFL Financial Freedom LLC Financial Freedom LLC | 194 | $10,877 | $13,288.98 | $2,411.98 | 22.18% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 1.16M | $41.18M | $78.99M | $37.81M | 91.8% |
Andrew Nall PMV Capital Advisers, LLC | 41,480 | $2.06M | $2.83M | $771,731.56 | 37.55% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 137,447 | $6.9M | $9.37M | $2.47M | 35.88% |
Norden Group LLC NORDEN GROUP LLC | 11,142 | $469,549.43 | $759,215.88 | $289,666.45 | 61.69% |
Elliot Kallen Prosperity Wealth Management, Inc. | 14,641 | $715,359.26 | $997,637.74 | $282,278.48 | 39.46% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,947 | $341,145.95 | $395,594.44 | $54,448.49 | 15.96% |
Dina Fliss Global View Capital Management LLC | 153,012 | $8.86M | $10.43M | $1.56M | 17.65% |
James Rankin Modern Wealth Management, LLC | 5,130 | $250,651.8 | $350,327.7 | $99,675.9 | 39.77% |
Owen McCabe Tyche Wealth Partners LLC | 10,365 | $483,288.89 | $707,825.85 | $224,536.96 | 46.46% |
Thomas Hood Alternative Investment Advisors, LLC. | 7,671 | $342,895.82 | $523,277.26 | $180,381.44 | 52.61% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 4,593 | $224,409.39 | $313,701.9 | $89,292.51 | 39.79% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 630 | $30,781.8 | $43,029 | $12,247.2 | 39.79% |
Christy Clarin Portfolio Design Labs, LLC | 227,064 | $12.79M | $15.51M | $2.72M | 21.29% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 15,070 | $710,268.98 | $1.03M | $319,012.02 | 44.91% |
Michael Herman Apollon Financial, LLC | 61,612 | $2.03M | $4.19M | $2.16M | 106.23% |