| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CMP Craig M. Pesce Marshall & Sterling Wealth Advisors Inc. | 151,741 | $3.41M | $4.04M | $630,762.8 | 18.48% |
| DR Don Ruffin Park Square Financial Group LLC | 799 | $18,073.25 | $21,301.34 | $3,228.09 | 17.86% |
| BWM Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 53,448 | $1.25M | $1.43M | $180,653.71 | 14.51% |
Momentum Wealth Planning LLC Momentum Wealth Planning LLC | 29,207 | $721,413 | $778,950.69 | $57,537.69 | 7.98% |