| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
North Berkeley Wealth Management LLC North Berkeley Wealth Management LLC | 102,411 | $8.55M | $9.73M | $1.17M | 13.74% |
David Dirks Plum Street Advisors LLC | 2,176 | $205,567 | $206,665.6 | $1,098.6 | 0.53% |
| JRM Joanie R. Morioka Kondo Wealth Advisors Inc. | 5,501 | $403,449.44 | $522,457.47 | $119,008.03 | 29.5% |