| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DC David Cantor LongView Asset Management LLC | 134,821 | $8.04M | $10.91M | $2.86M | 35.6% |
Rossby Financial LLC Rossby Financial LLC | 395,225 | $26.63M | $32.16M | $5.52M | 20.75% |
North Berkeley Wealth Management LLC North Berkeley Wealth Management LLC | 116,086 | $8.68M | $9.42M | $731,924.18 | 8.43% |
David Dirks Plum Street Advisors LLC | 16,363 | $1.08M | $1.33M | $251,375.42 | 23.3% |
| JRM Joanie R. Morioka Kondo Wealth Advisors Inc. | 8,039 | $443,541.62 | $651,802.12 | $208,260.5 | 46.95% |