| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AH Allen Hamilton Liberty Square Wealth Partners LLC | 13,527 | $673,977.82 | $910,367.1 | $236,389.28 | 35.07% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 13,399 | $717,546.76 | $882,324.15 | $164,777.39 | 22.96% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 2,031 | $102,421.02 | $133,741.35 | $31,320.33 | 30.58% |