| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CC Candace Cavalier Congress Wealth Management LLC / DE / | 135,351 | $4.53M | $5.28M | $755,437.09 | 16.68% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 19,048 | $644,799.06 | $752,967.44 | $108,168.38 | 16.78% |