| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 6,759 | $375,970 | $378,483.72 | $2,513.72 | 0.67% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,682 | $90,973.99 | $94,186.95 | $3,212.96 | 3.53% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 2,498 | $130,010.08 | $141,658.58 | $11,648.5 | 8.96% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 187,712 | $8.62M | $10.6M | $1.98M | 22.99% |
Cody Gehman Stonebridge Financial Group, LLC | 8,362 | $425,859.17 | $474,836.17 | $48,977 | 11.5% |
Rossby Financial LLC Rossby Financial LLC | 1,144 | $57,795 | $64,590.24 | $6,795.24 | 11.76% |
Todd Arthur Gomes Sonoma Allocations LLC | 15,164 | $830,089.38 | $856,235.26 | $26,145.88 | 3.15% |