| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Navigoe LLC Navigoe LLC | 77,617 | $4.5M | $6.22M | $1.71M | 38.04% |
| MWM McMill Wealth Management McMill Wealth Management | 2.56M | $197.08M | $203.31M | $6.22M | 3.16% |
| KV Katherine Vessenes Vestment Financial LLC | 56,796 | $3.24M | $4.55M | $1.31M | 40.44% |
Molly Wheeler Burk Holdings LLC | 11,169 | $736,118.56 | $894,022.6 | $157,904.04 | 21.45% |