| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nova Wealth Management Inc. Nova Wealth Management Inc. | 223 | $24,172.65 | $28,847.28 | $4,674.63 | 19.34% |
| MP Marcus Pimentel SLT Holdings LLC | 3,652 | $388,834.97 | $472,422.72 | $83,587.75 | 21.5% |
Bradley Wilson Crews Bank & Trust | 1,426 | $100,376.05 | $184,467.36 | $84,091.31 | 83.78% |
SummitTX Capital LP SummitTX Capital LP | 7,490 | $855,750.03 | $968,906.4 | $113,156.37 | 13.22% |
GKV Capital Management Co. Inc. GKV Capital Management Co. Inc. | 19,070 | $1.73M | $2.47M | $734,365.53 | 42.39% |
| RN Ron New Whipplewood Advisors LLC | 221 | $25,064 | $28,588.56 | $3,524.56 | 14.06% |
| BFL Baring Financial LLC Baring Financial LLC | 1,478 | $206,925 | $191,194.08 | -$15,730.92 | -7.6% |
| JW Jeffrey Waters OFC Financial Planning LLC | 9,121 | $686,028.75 | $1.18M | $493,863.81 | 71.99% |
| KC Kim Cochenour FORM Wealth Advisors LLC | 1,462 | $204,622 | $189,124.32 | -$15,497.68 | -7.57% |
| LSL Legacy Solutions LLC Legacy Solutions LLC | 3,625 | $262,282.05 | $468,930 | $206,647.95 | 78.79% |
| IAL IFC Advisors LLC IFC Advisors LLC | 3,257 | $229,260.04 | $421,325.52 | $192,065.48 | 83.78% |
| CM Chelsea Michels Michels Family Financial LLC | 13,235 | $951,788.69 | $1.71M | $760,290.91 | 79.88% |
| LMR Lindsay Marie Rider Capital & Planning LLC | 86 | $9,748 | $11,124.96 | $1,376.96 | 14.13% |
| AFI Atala Financial Inc. Atala Financial Inc. | 2,662 | $189,480.61 | $344,356.32 | $154,875.71 | 81.74% |
| SK Samira Kadam Synergy Investment Management LLC | 112 | $12,702 | $14,488.32 | $1,786.32 | 14.06% |
| EJP Erick J. Palacios Palacios Wealth Management LLC | 4,993 | $374,817.13 | $645,894.48 | $271,077.35 | 72.32% |
| CWA CogentBlue Wealth Advisors LLC CogentBlue Wealth Advisors LLC | 1,456 | $203,782 | $188,348.16 | -$15,433.84 | -7.57% |
| SLB Susan L. Bloom Kentucky Trust Co | 4,291 | $302,043.09 | $555,083.76 | $253,040.67 | 83.78% |
| JS Joseph Shenton Permanent Capital Management LP | 6,160 | $625,240.25 | $796,857.6 | $171,617.35 | 27.45% |
Bryan Molinar Atlas Legacy Advisors LLC | 2,756 | $320,325.85 | $356,516.16 | $36,190.31 | 11.3% |