| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 6,759 | $375,970 | $387,892.25 | $11,922.25 | 3.17% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,682 | $90,973.99 | $97,034.58 | $6,060.59 | 6.66% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 2,498 | $130,010.08 | $143,305.26 | $13,295.18 | 10.23% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 188,660 | $8.66M | $10.82M | $2.16M | 24.93% |
Cody Gehman Stonebridge Financial Group, LLC | 8,278 | $421,269.02 | $474,892.3 | $53,623.28 | 12.73% |
| RFL Rossby Financial LLC Rossby Financial LLC | 1,144 | $57,795 | $65,628.99 | $7,833.99 | 13.55% |
Todd Arthur Gomes Sonoma Allocations LLC | 15,164 | $830,089.38 | $869,928.35 | $39,838.97 | 4.8% |