| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Navigoe LLC Navigoe LLC | 77,617 | $4.5M | $6.26M | $1.76M | 39.12% |
| MWM McMill Wealth Management McMill Wealth Management | 2.56M | $197.08M | $211.95M | $14.86M | 7.54% |
| KV Katherine Vessenes Vestment Financial LLC | 57,083 | $3.26M | $4.61M | $1.35M | 41.42% |
Molly Wheeler Burk Holdings LLC | 11,169 | $736,118.56 | $926,021.79 | $189,903.23 | 25.8% |