| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PIL PFG Investments LLC PFG Investments LLC | 5,933 | $232,452 | $279,206.98 | $46,754.98 | 20.11% |
North Berkeley Wealth Management LLC North Berkeley Wealth Management LLC | 45,198 | $1.44M | $2.08M | $645,389.58 | 44.97% |
| IRP Investment Research Partners LLC Investment Research Partners LLC | 6,510 | $250,244.4 | $303,235.8 | $52,991.4 | 21.18% |
Invested Advisors Invested Advisors | 5,665 | $218,568 | $263,875.7 | $45,307.7 | 20.73% |