| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Millstone Evans Group LLC Millstone Evans Group LLC | 1,936 | $133,140.44 | $176,404.06 | $43,263.62 | 32.49% |
| PB Paul Barry Stark Wealth Management LLC | 3,480 | $239,371.8 | $305,718 | $66,346.2 | 27.72% |
| FLP Financial Life Planners Financial Life Planners | 4 | $312 | $351.4 | $39.4 | 12.63% |
| RFL Rossby Financial LLC Rossby Financial LLC | 2,621 | $196,859.63 | $230,254.85 | $33,395.22 | 16.96% |
Ameriflex Group Inc. Ameriflex Group Inc. | 513 | $45,231 | $46,974.38 | $1,743.38 | 3.85% |
David Dirks Plum Street Advisors LLC | 33,640 | $2.36M | $3.07M | $702,509.45 | 29.73% |
| RFW Rainier Family Wealth Inc. Rainier Family Wealth Inc. | 5,420 | $428,970.47 | $476,147 | $47,176.53 | 11% |
| ML Maseco LLP Maseco LLP | 181 | $14,201 | $16,433.7 | $2,232.7 | 15.72% |
Todd Arthur Gomes Sonoma Allocations LLC | 11,564 | $939,434.51 | $1.02M | $76,462.89 | 8.14% |