| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Formulate Financial LLC Formulate Financial LLC | 28,621 | $4.17M | $4.68M | $510,323.83 | 12.23% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 2,629 | $389,260.33 | $430,130.69 | $40,870.36 | 10.5% |
| BML Berman McAleer LLC Berman McAleer LLC | 12,872 | $1.88M | $2.11M | $230,518.03 | 12.29% |
Wallace Jones WJ Financial Advisors LLC | 1,847 | $263,068 | $313,195.79 | $50,127.79 | 19.06% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 5,818 | $848,363.88 | $951,882.98 | $103,519.1 | 12.2% |