| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 56,092 | $5.01M | $7.78M | $2.77M | 55.37% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 4,536 | $531,810 | $627,555.6 | $95,745.6 | 18% |
United Financial Planning Group LLC United Financial Planning Group LLC | 47 | $5,411.3 | $6,502.45 | $1,091.15 | 20.16% |