| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 137,191 | $3.43M | $4.12M | $695,924.96 | 20.31% |
Jon Deven Mouton CAP Partners, LLC | 30,311 | $955,128.52 | $911,906.43 | -$43,222.09 | -4.53% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 172 | $5,029.58 | $5,165.16 | $135.58 | 2.7% |