| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BW Bradley Wilson Crews Bank & Trust | 367 | $66,748.22 | $81,738.24 | $14,990.02 | 22.46% |
| KS Katherine Simmonds Conquis Financial LLC | 3 | $531 | $668.16 | $137.16 | 25.83% |
| WAL Wilmar Advisors LLC Wilmar Advisors LLC | 8,000 | $1.56M | $1.78M | $221,750 | 14.21% |
| RN Ron New Whipplewood Advisors LLC | 28 | $5,573 | $6,236.16 | $663.16 | 11.9% |
Cache Advisors LLC Cache Advisors LLC | 950 | $205,039 | $211,584 | $6,545 | 3.19% |
| TM Terry McHugh McHugh Group LLC | 2,317 | $410,109 | $516,042.24 | $105,933.24 | 25.83% |
| MM Michael McCracken MFG Wealth Management Inc. | 12,960 | $2.45M | $2.89M | $432,988.92 | 17.65% |
| LM Lacey Manz Rovida Investment Management Ltd. | 617,000 | $112.2M | $137.42M | $25.22M | 22.48% |
| GHI George Hall II One8Zero8 LLC | 3,469 | $634,072.96 | $772,615.68 | $138,542.72 | 21.85% |
| RRR Ryan Robert Robaugh Hickory Asset Management Inc. | 1,025 | $214,768 | $227,181 | $12,413 | 5.78% |
| SC Stacey Cole Haven Private LLC | 1,161 | $243,264.47 | $258,577.92 | $15,313.45 | 6.29% |
| KH Kyle Hammerschmidt MOKAN Wealth Management Inc. | 1,182 | $247,854 | $263,255.04 | $15,401.04 | 6.21% |
| AFI Atala Financial Inc. Atala Financial Inc. | 1,582 | $280,960.67 | $352,343.04 | $71,382.37 | 25.41% |
| SK Samira Kadam Synergy Investment Management LLC | 102 | $20,302 | $22,608.3 | $2,306.3 | 11.36% |
| EJP Erick J. Palacios Palacios Wealth Management LLC | 1,812 | $327,123.55 | $401,394.24 | $74,270.69 | 22.7% |
| PAM Pacific Asset Management LLC Pacific Asset Management LLC | 1,664 | $352,249.4 | $370,606.08 | $18,356.68 | 5.21% |
| SLB Susan L. Bloom Kentucky Trust Co | 2,233 | $396,324.24 | $497,333.76 | $101,009.52 | 25.49% |
| JS Joseph Shenton Permanent Capital Management LP | 7,152 | $1.55M | $1.59M | $40,051.44 | 2.58% |
| BM Bryan Molinar Atlas Legacy Advisors LLC | 1,489 | $324,641.88 | $331,630.08 | $6,988.2 | 2.15% |
| SS Scott Schroeder Longaeva Partners LP | 14,234 | $2.83M | $3.17M | $337,203.48 | 11.9% |