| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 99,082 | $3.84M | $4.31M | $467,073.58 | 12.15% |
| AJP Aaron J. Plautz Principia Wealth Advisory LLC | 303 | $11,156.38 | $13,216.86 | $2,060.48 | 18.47% |
| TS Thomas Stadum Fjell Capital LLC | 82,298 | $2.8M | $3.54M | $740,423.94 | 26.48% |
| BWL Balance Wealth LLC Balance Wealth LLC | 181,875 | $6.38M | $7.94M | $1.56M | 24.43% |