| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RPG Retirement Planning Group LLC / NY Retirement Planning Group LLC / NY | 59,555 | $2.17M | $2.84M | $670,629.91 | 30.95% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 8,151 | $324,936.7 | $378,613.95 | $53,677.25 | 16.52% |
| DR Don Ruffin Park Square Financial Group LLC | 3,722 | $129,341.78 | $172,886.9 | $43,545.12 | 33.67% |
Milestone Asset Management Group LLC Milestone Asset Management Group LLC | 9,167 | $318,632.1 | $425,807.15 | $107,175.05 | 33.64% |
John R. Hanahan Yukon Wealth Management Inc. | 4,551 | $167,959.67 | $217,583.31 | $49,623.64 | 29.54% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 1,497 | $61,059.59 | $69,535.65 | $8,476.06 | 13.88% |