| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PAW Plan A Wealth LLC Plan A Wealth LLC | 22,772 | $562,036.35 | $716,407.12 | $154,370.77 | 27.47% |
| BML Berman McAleer LLC Berman McAleer LLC | 985,797 | $25.94M | $31.01M | $5.08M | 19.57% |
| PCL Payne Capital LLC Payne Capital LLC | 181,278 | $4.77M | $5.7M | $934,893.08 | 19.61% |
David K. Gilmore Equity Wealth Partners LLC | 454,730 | $12.24M | $14.31M | $2.07M | 16.9% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 89 | $2,479 | $2,799.94 | $320.94 | 12.95% |