| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Peak Retirement Planning Inc. Peak Retirement Planning Inc. | 3,700 | $442,387.69 | $510,340.96 | $67,953.27 | 15.36% |
Milestone Asset Management Group LLC Milestone Asset Management Group LLC | 2,019 | $208,103.23 | $268,367.52 | $60,264.29 | 28.96% |
| BWL Balance Wealth LLC Balance Wealth LLC | 2,770 | $265,420.26 | $368,191.2 | $102,770.94 | 38.72% |
Juho-Tuomas Appel Obsido Oy | 13,849 | $1.47M | $1.92M | $455,900.69 | 31.05% |
Timothy T. Murray Gladwyn Financial Advisors Inc. | 129 | $13,993.03 | $17,146.81 | $3,153.78 | 22.54% |