| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JS Jeffrey Socha Entrewealth LLC | 16,704 | $1.5M | $1.52M | $28,325.84 | 1.89% |
| WCP Wealthcare Capital Partners LLC Wealthcare Capital Partners LLC | 8,520 | $757,898.02 | $777,279.6 | $19,381.58 | 2.56% |
| RZ Rich Zeitz Bravias Capital Group LLC | 41,627 | $3.73M | $3.8M | $68,495.28 | 1.84% |
| CB Chris Benson L.K. Benson & Company P.C. | 85,138 | $7.6M | $7.77M | $169,889.03 | 2.24% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 90,540 | $8.15M | $8.28M | $136,080.26 | 1.67% |
Rossby Financial LLC Rossby Financial LLC | 586 | $52,951 | $53,466.64 | $515.64 | 0.97% |
| ECC Elizabeth C. Carr CLG LLC | 26,587 | $2.34M | $2.43M | $83,034.59 | 3.54% |
North Berkeley Wealth Management LLC North Berkeley Wealth Management LLC | 3,414 | $300,268.9 | $311,459.22 | $11,190.32 | 3.73% |