| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RJ Rebecca Judd Pathstone Holdings, LLC | 148,519 | $7.3M | $9.51M | $2.21M | 30.24% |
William Bradley Clayton Sagespring Wealth Partners LLC | 5,223 | $306,738.55 | $334,324.24 | $27,585.69 | 8.99% |
Evelyn Partners Investment Management LLP Evelyn Partners Investment Management LLP | 2,125 | $132,196 | $135,745 | $3,549 | 2.68% |