| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
North Berkeley Wealth Management LLC North Berkeley Wealth Management LLC | 116,086 | $8.68M | $9.59M | $906,169.27 | 10.44% |
David Dirks Plum Street Advisors LLC | 16,363 | $1.08M | $1.4M | $326,069.24 | 30.23% |
| JRM Joanie R. Morioka Kondo Wealth Advisors Inc. | 8,039 | $443,541.62 | $664,069.63 | $220,528.01 | 49.72% |