| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PB Paul Barry Stark Wealth Management LLC | 3,480 | $239,371.8 | $312,817.2 | $73,445.4 | 30.68% |
| FLP Financial Life Planners Financial Life Planners | 4 | $312 | $361.38 | $49.38 | 15.83% |
Rossby Financial LLC Rossby Financial LLC | 2,935 | $224,544.7 | $267,146.05 | $42,601.35 | 18.97% |
Ameriflex Group Inc. Ameriflex Group Inc. | 513 | $45,231 | $46,693.67 | $1,462.67 | 3.23% |
David Dirks Plum Street Advisors LLC | 33,640 | $2.36M | $3.06M | $698,809.05 | 29.58% |
Rainier Family Wealth Inc. Rainier Family Wealth Inc. | 5,420 | $428,970.47 | $493,518.1 | $64,547.63 | 15.05% |
Maseco LLP Maseco LLP | 181 | $14,201 | $16,361.49 | $2,160.49 | 15.21% |
Todd Arthur Gomes Sonoma Allocations LLC | 11,564 | $939,434.51 | $1.05M | $112,889.49 | 12.02% |