| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 31,650 | $1.14M | $1.44M | $292,796.43 | 25.62% |
| RM Rich Mowrer Brookwood Investment Group LLC | 66,735 | $3.02M | $3.01M | -$12,012.48 | -0.4% |
United Financial Planning Group LLC United Financial Planning Group LLC | 904 | $34,903.92 | $40,833.68 | $5,929.76 | 16.99% |