| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 137,191 | $3.43M | $4.37M | $942,182.81 | 27.5% |
Jon Deven Mouton CAP Partners, LLC | 24,397 | $773,156 | $763,870.07 | -$9,285.93 | -1.2% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 172 | $5,029.58 | $5,385.32 | $355.74 | 7.07% |