| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RPG Retirement Planning Group LLC / NY Retirement Planning Group LLC / NY | 7,320 | $740,969.89 | $900,982.2 | $160,012.31 | 21.59% |
| AH Allen Hamilton Liberty Square Wealth Partners LLC | 2,645 | $285,183.8 | $325,017.6 | $39,833.8 | 13.97% |
| CWM Copia Wealth Management Copia Wealth Management | 155 | $16,471.45 | $19,046.4 | $2,574.95 | 15.63% |
Wood Tarver Financial Group LLC Wood Tarver Financial Group LLC | 7,792 | $805,607.56 | $957,480.96 | $151,873.4 | 18.85% |
| CDW Campbell Deegan Wealth Management LLC Campbell Deegan Wealth Management LLC | 193,546 | $20.34M | $23.78M | $3.44M | 16.91% |
Candy Palugi Claris Financial LLC | 3,185 | $362,644 | $391,372.8 | $28,728.8 | 7.92% |
| CAM Clark Asset Management LLC Clark Asset Management LLC | 4,259 | $431,126.23 | $524,133.83 | $93,007.6 | 21.57% |
Kenneth R. Wink Summit Financial Consulting LLC | 2,812 | $280,840.63 | $346,058.78 | $65,218.15 | 23.22% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 217 | $23,430.07 | $26,693.17 | $3,263.1 | 13.93% |