| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PB Paul Barry Stark Wealth Management LLC | 3,480 | $239,371.8 | $305,961.6 | $66,589.8 | 27.82% |
| FLP Financial Life Planners Financial Life Planners | 4 | $312 | $351.68 | $39.68 | 12.72% |
| RFL Rossby Financial LLC Rossby Financial LLC | 2,621 | $196,859.63 | $230,294.16 | $33,434.53 | 16.98% |
David Dirks Plum Street Advisors LLC | 34,160 | $2.4M | $3M | $606,007.27 | 25.27% |
| RFW Rainier Family Wealth Inc. Rainier Family Wealth Inc. | 5,420 | $428,970.47 | $480,374.6 | $51,404.13 | 11.98% |
| ML Maseco LLP Maseco LLP | 181 | $14,201 | $15,913.52 | $1,712.52 | 12.06% |
Todd Arthur Gomes Sonoma Allocations LLC | 11,564 | $939,434.51 | $1.02M | $76,578.53 | 8.15% |