| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EW Enzi Wealth Enzi Wealth | 543,699 | $15.93M | $16.31M | $370,713.7 | 2.33% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 829,914 | $24.34M | $24.89M | $547,743.24 | 2.25% |