| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CMP Craig M. Pesce Marshall & Sterling Wealth Advisors Inc. | 189,652 | $4.42M | $5.05M | $623,554.79 | 14.1% |
| DR Don Ruffin Park Square Financial Group LLC | 712 | $16,124.45 | $18,946.32 | $2,821.87 | 17.5% |
| BWM Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 58,135 | $1.37M | $1.55M | $176,676.23 | 12.89% |
Momentum Wealth Planning LLC Momentum Wealth Planning LLC | 29,107 | $718,943 | $774,537.27 | $55,594.27 | 7.73% |