| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CB Chris Benson L.K. Benson & Company P.C. | 77,012 | $6.86M | $6.96M | $98,907.28 | 1.44% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 82,000 | $7.38M | $7.42M | $44,054.52 | 0.6% |
| RFL Rossby Financial LLC Rossby Financial LLC | 436 | $39,471.81 | $39,449.24 | -$22.57 | -0.06% |
| ECC Elizabeth C. Carr CLG LLC | 32,481 | $2.86M | $2.94M | $82,497.36 | 2.89% |
North Berkeley Wealth Management LLC North Berkeley Wealth Management LLC | 3,414 | $300,268.9 | $309,137.7 | $8,868.8 | 2.95% |