| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Goldstone Financial Group LLC Goldstone Financial Group LLC | 10,119 | $281,581.41 | $520,318.98 | $238,737.57 | 84.78% |
Tim Rowsey Lighthouse Wealth Management Inc. | 10,011 | $472,128.73 | $488,837.13 | $16,708.4 | 3.54% |
Comprehensive Financial Planning Inc./PA Comprehensive Financial Planning Inc./PA | 63,633 | $2.67M | $3.28M | $612,928.56 | 23% |
VestGen Advisors LLC VestGen Advisors LLC | 16,035 | $794,637.32 | $824,519.7 | $29,882.38 | 3.76% |
Avi Kantor Certior Financial Group LLC | 5,167 | $223,012.35 | $252,304.61 | $29,292.26 | 13.13% |
| BWM Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 13,309 | $589,090.74 | $649,878.47 | $60,787.73 | 10.32% |