| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
VestGen Advisors LLC VestGen Advisors LLC | 7,803 | $869,721.66 | $923,055.88 | $53,334.22 | 6.13% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 1,272 | $131,576 | $151,113.6 | $19,537.6 | 14.85% |
| CAL Caxton Associates LLP Caxton Associates LLP | 11,593 | $1.29M | $1.38M | $87,359.65 | 6.75% |
Elizabeth Arce Sovran Advisors LLC | 2,092 | $229,304.46 | $248,676.04 | $19,371.58 | 8.45% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 191 | $20,159.89 | $22,713.72 | $2,553.83 | 12.67% |
Bradley Wilson Crews Bank & Trust | 6,309 | $652,603.17 | $750,203.19 | $97,600.02 | 14.96% |
Camaron Barta BXM Wealth LLC | 3,872 | $403,251.95 | $460,477.6 | $57,225.65 | 14.19% |
| RN Ron New Whipplewood Advisors LLC | 31 | $3,401.01 | $3,686.21 | $285.2 | 8.39% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 2,048 | $240,133 | $243,671.04 | $3,538.04 | 1.47% |
| PBS P. Brian Saxton Saiph Capital LLC | 16,003 | $1.69M | $1.9M | $212,920.29 | 12.62% |
Financial Harvest LLC Financial Harvest LLC | 7,892 | $832,605.93 | $931,650.62 | $99,044.69 | 11.9% |
George Hall II One8Zero8 LLC | 5,064 | $523,820.04 | $601,704.48 | $77,884.44 | 14.87% |
Samira Kadam Synergy Investment Management LLC | 918 | $100,738.74 | $108,594.81 | $7,856.07 | 7.8% |
| SLB Susan L. Bloom Kentucky Trust Co | 2,833 | $293,045.95 | $334,435.66 | $41,389.71 | 14.12% |
Bryan Molinar Atlas Legacy Advisors LLC | 10,660 | $1.14M | $1.27M | $125,373.82 | 10.98% |
Heather LeVar Roxbury Financial LLC | 7,967 | $824,693.55 | $946,678.77 | $121,985.22 | 14.79% |
| CW Chung Wu Chung Wu Investment Group LLC | 100 | $10,545.88 | $11,880 | $1,334.12 | 12.65% |
| BM Berkeley Meredith Hughes Financial Services LLC | 448 | $50,373.5 | $52,886.4 | $2,512.9 | 4.99% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 141 | $14,585 | $16,759.96 | $2,174.96 | 14.91% |
| MO Matthew Ottusch Cushing Capital Partners LLC | 4,961 | $519,898.34 | $586,290.98 | $66,392.64 | 12.77% |