| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
North Berkeley Wealth Management LLC North Berkeley Wealth Management LLC | 102,411 | $8.55M | $9.62M | $1.07M | 12.49% |
David Dirks Plum Street Advisors LLC | 2,176 | $205,567 | $211,616 | $6,049 | 2.94% |
| JRM Joanie R. Morioka Kondo Wealth Advisors Inc. | 5,501 | $403,449.44 | $516,708.93 | $113,259.49 | 28.07% |