| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 53,733 | $4.92M | $7.87M | $2.95M | 59.89% |
| AFS Anderson Financial Strategies LLC Anderson Financial Strategies, LLC | 21,460 | $2.24M | $3.14M | $904,216.84 | 40.35% |
| JJK James J. Karabas Embree Financial Group | 93,035 | $8.2M | $13.63M | $5.43M | 66.22% |
| PWM PMG Wealth Management Inc. PMG Wealth Management Inc. | 60,469 | $6.56M | $8.86M | $2.3M | 34.99% |
| MWM Mascagni Wealth Management Inc. Mascagni Wealth Management Inc. | 1,881 | $204,201 | $275,641.74 | $71,450.15 | 34.99% |