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Box Inc. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Candace Cavalier Congress Wealth Management LLC / DE / | 253,012 | $8.2M | $8.81M | $614,113.58 | 7.49% |
 Penny A. Phillips Journey Strategic Wealth LLC | 10,402 | $245,903.28 | $328,183.1 | $82,279.82 | 33.46% |
 Ana-Maria Ignat Covestor Ltd | 513 | $13,104.31 | $17,052.12 | $3,947.81 | 30.13% |
 Stefan Demuth Ameliora Wealth Management Ltd. | 4,000 | $102,440 | $126,200 | $23,760 | 23.19% |
 Jeffrey Gilbert Balboa Wealth Partners | 8,359 | $208,389.87 | $293,317.31 | $84,927.44 | 40.75% |
 CJ Harrison DecisionPoint Financial LLC | 2 | $49.86 | $69.68 | $19.82 | 39.75% |
| JG John Ginter Callan Family Office LLC | 15,296 | $361,597.41 | $532,606.72 | $171,009.31 | 47.29% |
 Hajime Yamamoto Resona Asset Management Co. Ltd. | 22,142 | $664,519.82 | $770,984.44 | $106,464.62 | 16.02% |
 Drew Phillips Fortitude Family Office LLC | 147 | $3,778.8 | $5,118.54 | $1,339.74 | 35.45% |
 Brian Matter Creative Capital Management Investments LLC | 14 | $349.02 | $487.76 | $138.74 | 39.75% |
| BP Brett Pohl Kingdom Financial Group LLC | 60 | $1,795 | $2,095.5 | $300.5 | 16.74% |
 David Smith Linden Thomas Advisory Services LLC | 30,819 | $770,105.67 | $1.07M | $303,628.29 | 39.43% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 300 | $7,092 | $10,459.5 | $3,367.5 | 47.48% |
 Kevin Kroskey True Wealth Design LLC | 15 | $355 | $522.45 | $167.45 | 47.17% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 17,587 | $415,756.68 | $614,225.97 | $198,469.29 | 47.74% |
 Eric J. Kemnitz Polymer Capital Management USS) LLC | 25,399 | $633,197.07 | $887,060.07 | $253,863 | 40.09% |
| DD Damir Durkovic Entropy Technologies, LP | 36,722 | $868,108.05 | $1.19M | $319,848.65 | 36.84% |
| MRC Martin R. Curiel MYECFO, LLC | 16,172 | $468,275.21 | $537,719 | $69,443.79 | 14.83% |
 Tony Macafee UniSuper Management Pty Ltd | 126,101 | $4.31M | $4.12M | -$191,673.32 | -4.45% |
 Christopher C. Powers Farther Finance Advisors, LLC | 1,628 | $50,210.91 | $51,363.4 | $1,152.49 | 2.3% |
