| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RFA Reyes Financial Architecture Inc. Reyes Financial Architecture Inc. | 18,929 | $554,548 | $562,096.65 | $7,548.65 | 1.36% |
| BCW Ball & Co Wealth Management Inc. Ball & Co Wealth Management Inc. | 373,902 | $10.25M | $11.1M | $850,627.05 | 8.3% |
| RM Rich Mowrer Brookwood Investment Group LLC | 229,417 | $6.5M | $6.81M | $313,498.07 | 4.82% |