| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 161,217 | $7.28M | $9.23M | $1.95M | 26.74% |
Shawn Scholz Impact Partnership Wealth, LLC | 4,105 | $238,898 | $232,178.8 | -$6,719.2 | -2.81% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 38 | $2,211 | $2,171.89 | -$39.11 | -1.77% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 65,220 | $3.29M | $3.68M | $387,230.66 | 11.77% |
| ZIL ZEGA Investments LLC ZEGA Investments LLC | 6,427 | $311,656.05 | $366,499.67 | $54,843.62 | 17.6% |