| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
VestGen Advisors LLC VestGen Advisors LLC | 10,015 | $2.05M | $2.51M | $460,292.28 | 22.43% |
Allyson Mickool Florida Financial Advisors LLC | 20,503 | $3.91M | $5.08M | $1.17M | 29.8% |
Grant Reeves CVFG LLC | 38,666 | $8.17M | $9.27M | $1.1M | 13.44% |
| CAL Caxton Associates LLP Caxton Associates LLP | 1,998 | $410,589 | $501,777.72 | $91,188.72 | 22.21% |
Elizabeth Arce Sovran Advisors LLC | 1,116 | $177,985.96 | $276,477.85 | $98,491.89 | 55.34% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 19 | $3,192 | $4,707.06 | $1,515.06 | 47.46% |
| RN Ron New Whipplewood Advisors LLC | 7 | $1,479.17 | $1,734.18 | $255.01 | 17.24% |
George Hall II One8Zero8 LLC | 2,650 | $339,585 | $635,258 | $295,673 | 87.07% |
| SC Stacey Cole Haven Private LLC | 5,787 | $744,422.14 | $1.39M | $642,837.5 | 86.35% |
Samira Kadam Synergy Investment Management LLC | 6 | $1,268.25 | $1,505.25 | $237 | 18.69% |
| SLB Susan L. Bloom Kentucky Trust Co | 117 | $15,865.73 | $29,684.07 | $13,818.34 | 87.1% |
| JS Joseph Shenton Permanent Capital Management LP | 3,418 | $748,744.37 | $819,362.96 | $70,618.59 | 9.43% |
| KD Keith Diamond Prudent Man Investment Management Inc. | 111 | $13,128 | $26,608.92 | $13,480.92 | 102.69% |
| PIF Partners in Financial Planning Partners in Financial Planning | 2,163 | $218,030 | $535,861.62 | $317,831.62 | 145.77% |
| BM Berkeley Meredith Hughes Financial Services LLC | 70 | $11,015.29 | $17,759.7 | $6,744.41 | 61.23% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 164 | $19,396 | $40,629.36 | $21,233.36 | 109.47% |
| JA Jonathan Ameen Impact Capital Partners LLC | 1,299 | $267,693.08 | $311,396.28 | $43,703.2 | 16.33% |
Promus Capital LLC Promus Capital LLC | 257 | $30,395 | $63,669.18 | $33,274.18 | 109.47% |
Burling Wealth Partners LLC Burling Wealth Partners LLC | 4,824 | $570,534.29 | $1.16M | $585,874.99 | 102.69% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 32 | $5,899.9 | $8,118.72 | $2,218.82 | 37.61% |