| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RPG Retirement Planning Group LLC / NY Retirement Planning Group LLC / NY | 171,662 | $6.5M | $7.85M | $1.35M | 20.81% |
Byrne Financial Freedom LLC Byrne Financial Freedom LLC | 192,408 | $7.53M | $8.81M | $1.27M | 16.92% |
Balance Wealth LLC Balance Wealth LLC | 8,708 | $289,192.88 | $398,826.4 | $109,633.52 | 37.91% |
David K. Gilmore Equity Wealth Partners LLC | 18,294 | $738,905.91 | $837,041.97 | $98,136.06 | 13.28% |