| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Defined Financial Planning LLC Defined Financial Planning LLC | 155,620 | $6.58M | $8.98M | $2.4M | 36.48% |
| CDW Campbell Deegan Wealth Management LLC Campbell Deegan Wealth Management LLC | 4,704 | $208,341.97 | $271,514.88 | $63,172.91 | 30.32% |
| BWM Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 22,791 | $1.07M | $1.32M | $241,668.83 | 22.51% |
Tyler Rudek Heritage Wealth Architects Inc. | 49,707 | $2.13M | $2.87M | $740,176.48 | 34.77% |
Molly Wheeler Burk Holdings LLC | 5,956 | $257,299 | $357,538.68 | $100,239.68 | 38.96% |