| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SC Stacey Cole Haven Private LLC | 32,275 | $913,211.09 | $992,779 | $79,567.91 | 8.71% |
| CWM Copia Wealth Management Copia Wealth Management | 28,180 | $788,798.1 | $863,998.8 | $75,200.7 | 9.53% |