| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
GKV Capital Management Co. Inc. GKV Capital Management Co. Inc. | 25,458 | $2.63M | $3.13M | $505,503.51 | 19.25% |
| RN Ron New Whipplewood Advisors LLC | 29 | $3,288.94 | $3,596 | $307.06 | 9.34% |
| JW Jeffrey Waters OFC Financial Planning LLC | 9,142 | $688,967.91 | $1.11M | $425,167.63 | 61.71% |
George Hall II One8Zero8 LLC | 2,002 | $280,200 | $250,770.52 | -$29,429.48 | -10.5% |
| KC Kim Cochenour FORM Wealth Advisors LLC | 1,570 | $218,605.87 | $191,838.3 | -$26,767.57 | -12.24% |
| LSL Legacy Solutions LLC Legacy Solutions LLC | 3,433 | $248,767.15 | $422,533.64 | $173,766.49 | 69.85% |
| IAL IFC Advisors LLC IFC Advisors LLC | 3,274 | $231,639.36 | $413,899.08 | $182,259.72 | 78.68% |
| CM Chelsea Michels Michels Family Financial LLC | 13,037 | $937,851.67 | $1.64M | $703,571.81 | 75.02% |
| AFI Atala Financial Inc. Atala Financial Inc. | 2,682 | $192,279.82 | $330,449.22 | $138,169.4 | 71.86% |
Samira Kadam Synergy Investment Management LLC | 957 | $130,968.21 | $117,443.04 | -$13,525.17 | -10.33% |
| EJP Erick J. Palacios Palacios Wealth Management LLC | 4,975 | $373,550.11 | $611,328 | $237,777.89 | 63.65% |
| SLB Susan L. Bloom Kentucky Trust Co | 4,291 | $302,043.09 | $528,694.11 | $226,651.02 | 75.04% |
| JS Joseph Shenton Permanent Capital Management LP | 6,160 | $625,240.25 | $778,870.4 | $153,630.15 | 24.57% |
Bryan Molinar Atlas Legacy Advisors LLC | 2,531 | $294,070.58 | $314,248.96 | $20,178.38 | 6.86% |
Heather LeVar Roxbury Financial LLC | 149 | $20,814 | $18,493.13 | -$2,320.87 | -11.15% |
| CW Chung Wu Chung Wu Investment Group LLC | 4,000 | $559,840 | $500,640 | -$59,200 | -10.57% |
| GCM Generation Capital Management LLC Generation Capital Management LLC | 15,520 | $1.11M | $1.91M | $801,606.19 | 72.36% |
| BM Berkeley Meredith Hughes Financial Services LLC | 283 | $26,880.35 | $34,862.77 | $7,982.42 | 29.7% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 130 | $9,151 | $16,129.1 | $6,978.1 | 76.26% |
| LIL LifeGoal Investments LLC LifeGoal Investments LLC | 3,209 | $435,339.55 | $392,428.61 | -$42,910.94 | -9.86% |