| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PIL PFG Investments LLC PFG Investments LLC | 10,163 | $462,716.67 | $456,115.44 | -$6,601.23 | -1.43% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 6,449 | $312,954 | $284,981.31 | -$27,972.69 | -8.94% |
North Berkeley Wealth Management LLC North Berkeley Wealth Management LLC | 42,913 | $1.36M | $1.93M | $563,494.91 | 41.36% |