| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PWM PTM Wealth Management LLC PTM Wealth Management LLC | 160,957 | $11.49M | $13.88M | $2.38M | 20.75% |
| MWM Mascagni Wealth Management Inc. Mascagni Wealth Management Inc. | 4,317 | $300,244.64 | $372,254.91 | $72,010.27 | 23.98% |
| BFF Byrne Financial Freedom LLC Byrne Financial Freedom LLC | 25,588 | $2.1M | $2.21M | $108,463.03 | 5.17% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 88 | $5,741.27 | $7,588.24 | $1,846.97 | 32.17% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 33,709 | $2.31M | $2.91M | $599,799.8 | 26% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 9,522 | $720,003.18 | $821,082.06 | $101,078.88 | 14.04% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 657 | $48,728.3 | $56,653.11 | $7,924.81 | 16.26% |