| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RPG Retirement Planning Group LLC / NY Retirement Planning Group LLC / NY | 7,320 | $740,969.89 | $881,474.4 | $140,504.51 | 18.96% |
| AH Allen Hamilton Liberty Square Wealth Partners LLC | 2,645 | $285,183.8 | $318,510.9 | $33,327.1 | 11.69% |
| CWM Copia Wealth Management Copia Wealth Management | 155 | $16,471.45 | $18,665.1 | $2,193.65 | 13.32% |
| WTF Wood Tarver Financial Group LLC Wood Tarver Financial Group LLC | 7,792 | $805,607.56 | $938,312.64 | $132,705.08 | 16.47% |
| CDW Campbell Deegan Wealth Management LLC Campbell Deegan Wealth Management LLC | 193,546 | $20.34M | $23.31M | $2.96M | 14.57% |
| CP Candy Palugi Claris Financial LLC | 3,185 | $362,644 | $370,351.8 | $7,723.73 | 2.13% |
| CAM Clark Asset Management LLC Clark Asset Management LLC | 4,003 | $399,820 | $482,041.26 | $82,221.26 | 20.56% |
| KRW Kenneth R. Wink Summit Financial Consulting LLC | 2,829 | $282,538.46 | $340,668.18 | $58,129.72 | 20.57% |
| HAP Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 217 | $23,430.07 | $26,131.14 | $2,701.07 | 11.53% |