| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BFG Birch Financial Group LLC Birch Financial Group LLC | 19,243 | $1.35M | $1.61M | $260,125.98 | 19.21% |
United Financial Planning Group LLC United Financial Planning Group LLC | 95 | $7,310 | $7,970.5 | $660.5 | 9.04% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 220 | $17,371.5 | $18,458 | $1,086.5 | 6.25% |