| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Comprehensive Financial Planning Inc./PA Comprehensive Financial Planning Inc./PA | 3,266 | $601,885.27 | $806,081.46 | $204,196.19 | 33.93% |
Jennifer P. Lane Compass Planning Associates Inc. | 1,738 | $321,280.06 | $428,955.78 | $107,675.72 | 33.51% |
| EJK Edward J. King Graney & King LLC | 37,868 | $7.19M | $9.35M | $2.16M | 30.04% |
| OFG Opulen Financial Group LLC Opulen Financial Group LLC | 2,976 | $549,343.81 | $732,765.6 | $183,421.79 | 33.39% |
| DRL Dean R. Larabee III RFG - Bristol Wealth Advisors LLC | 59,621 | $12.23M | $14.72M | $2.48M | 20.29% |
Adam Scott Argyle Capital Partners LLC | 1,563 | $287,665.53 | $385,764.03 | $98,098.5 | 34.1% |