| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,656 | $89,527.84 | $94,201.56 | $4,673.72 | 5.22% |
| SD Stefan Demuth Ameliora Wealth Management Ltd. | 2,000 | $79,716.14 | $113,940 | $34,223.86 | 42.93% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 2,498 | $130,010.08 | $142,298.57 | $12,288.49 | 9.45% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 188,660 | $8.66M | $10.81M | $2.15M | 24.81% |
Cody Gehman Stonebridge Financial Group, LLC | 8,278 | $421,269.02 | $474,701.91 | $53,432.89 | 12.68% |
| RFL Rossby Financial LLC Rossby Financial LLC | 1,144 | $57,795 | $65,539.76 | $7,744.76 | 13.4% |
Todd Arthur Gomes Sonoma Allocations LLC | 15,164 | $830,089.38 | $865,030.38 | $34,941 | 4.21% |