| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 51 | $4,556.27 | $5,590.11 | $1,033.84 | 22.69% |
Mark T. Williams InvesTrust | 3,900 | $349,518.04 | $427,479 | $77,960.96 | 22.31% |
Elizabeth Arce Sovran Advisors LLC | 2,969 | $334,068 | $325,432.09 | -$8,635.91 | -2.59% |
Bradley Wilson Crews Bank & Trust | 1,728 | $154,745.11 | $189,406.08 | $34,660.97 | 22.4% |
SummitTX Capital LP SummitTX Capital LP | 171,867 | $17.31M | $18.86M | $1.55M | 8.96% |
| RN Ron New Whipplewood Advisors LLC | 39 | $4,276.65 | $4,274.79 | -$1.86 | -0.04% |
| PBS P. Brian Saxton Saiph Capital LLC | 3,109 | $351,441 | $340,777.49 | -$10,663.51 | -3.03% |
Samira Kadam Synergy Investment Management LLC | 300 | $33,041.84 | $32,922 | -$119.84 | -0.36% |
| SLB Susan L. Bloom Kentucky Trust Co | 14,634 | $1.31M | $1.6M | $298,485.68 | 22.86% |
| JS Joseph Shenton Permanent Capital Management LP | 2,943 | $210,757.69 | $320,257.26 | $109,499.57 | 51.96% |
Heather LeVar Roxbury Financial LLC | 292 | $26,126.48 | $32,006.12 | $5,879.64 | 22.5% |
| BM Berkeley Meredith Hughes Financial Services LLC | 38 | $4,020.94 | $4,165.18 | $144.24 | 3.59% |
| BDA Ben D. Allison Jr. Pillar Financial Advisors LLC | 1,041 | $92,795 | $114,104.01 | $21,309.01 | 22.96% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 27 | $2,887.87 | $2,889 | $1.13 | 0.04% |
| DRL Dean R. Larabee III RFG - Bristol Wealth Advisors LLC | 6,599 | $588,235.11 | $723,316.39 | $135,081.28 | 22.96% |
| FG Fabian Guerra Guerra Advisors Inc. | 34 | $3,549 | $3,726.74 | $177.74 | 5.01% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 2,602 | $273,825.06 | $285,205.22 | $11,380.16 | 4.16% |
| RFL Rossby Financial LLC Rossby Financial LLC | 57 | $5,692.23 | $6,247.77 | $555.54 | 9.76% |
| GCM Graver Capital Management LLC Graver Capital Management LLC | 2,000 | $219,840 | $217,700 | -$2,140 | -0.97% |
| WJ William Jones TEMA ETFs LLC | 5,156 | $542,067.14 | $565,149.16 | $23,082.02 | 4.26% |