| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RPG Retirement Planning Group LLC / NY Retirement Planning Group LLC / NY | 53,381 | $2.51M | $2.48M | -$31,532.02 | -1.26% |
Ameriflex Group Inc. Ameriflex Group Inc. | 8,548 | $401,885.43 | $397,482 | -$4,403.43 | -1.1% |
| AH Allen Hamilton Liberty Square Wealth Partners LLC | 438,332 | $20.73M | $20.35M | -$387,124.72 | -1.87% |
| MWM Mascagni Wealth Management Inc. Mascagni Wealth Management Inc. | 97,118 | $4.57M | $4.5M | -$65,338.46 | -1.43% |
| ML Maseco LLP Maseco LLP | 1 | $48 | $46.38 | -$1.62 | -3.37% |