| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy Dwight SpringVest Wealth Management LLC | 25,159 | $589,814.24 | $684,199 | $94,384.76 | 16% |
Allison Vanaski Arcadia Wealth Management Inc. | 184,485 | $4.3M | $5.02M | $714,268.52 | 16.6% |
| ECC Elizabeth C. Carr CLG LLC | 17,138 | $398,800.85 | $453,814.24 | $55,013.39 | 13.79% |
North Berkeley Wealth Management LLC North Berkeley Wealth Management LLC | 421,217 | $9.84M | $11.44M | $1.61M | 16.33% |
Infinity Wealth Counsel LLC Infinity Wealth Counsel LLC | 58,148 | $1.36M | $1.58M | $219,546.75 | 16.16% |
| ML Maseco LLP Maseco LLP | 5,366 | $125,511.58 | $145,445.43 | $19,933.85 | 15.88% |
Molly Wheeler Burk Holdings LLC | 162,485 | $3.8M | $4.4M | $599,212.44 | 15.78% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 183,188 | $4.2M | $4.96M | $762,758.1 | 18.18% |