| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PAW Plan A Wealth LLC Plan A Wealth LLC | 22,411 | $550,809.25 | $695,413.33 | $144,716.13 | 26.27% |
| BML Berman McAleer LLC Berman McAleer LLC | 987,609 | $25.98M | $30.65M | $4.67M | 17.96% |
| PCL Payne Capital LLC Payne Capital LLC | 181,278 | $4.77M | $5.63M | $857,849.93 | 17.99% |
| DKG David K. Gilmore Equity Wealth Partners LLC | 454,730 | $12.24M | $14.11M | $1.88M | 15.32% |
| PWA Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 89 | $2,479 | $2,761.67 | $283.11 | 11.42% |