| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
North Berkeley Wealth Management LLC North Berkeley Wealth Management LLC | 72,440 | $12.01M | $12.72M | $709,118.13 | 5.9% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 8 | $1,460.07 | $1,400.96 | -$59.11 | -4.05% |
| AS Aryn Sands GK Wealth Management LLC | 14 | $2,420 | $2,410.66 | -$9.34 | -0.39% |