| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SLB Susan L. Bloom Kentucky Trust Co | 18,981 | $1.12M | $2.2M | $1.08M | 95.73% |
Bryan Molinar Atlas Legacy Advisors LLC | 8,717 | $648,002.72 | $1.01M | $363,082.11 | 56.03% |
Heather LeVar Roxbury Financial LLC | 170 | $10,066 | $19,718.3 | $9,652.3 | 95.89% |
| TM Thomas Morgan Corps Capital Advisors LLC | 8,178 | $630,024.05 | $948,566.22 | $318,542.17 | 50.56% |
Crux Wealth Advisors Crux Wealth Advisors | 2,290 | $268,991 | $265,617.1 | -$3,373.9 | -1.25% |
| AIP Alexis Investment Partners LLC Alexis Investment Partners LLC | 8,469 | $603,109.34 | $982,319.31 | $379,209.97 | 62.88% |
| CW Chung Wu Chung Wu Investment Group LLC | 931 | $64,593 | $107,986.69 | $43,393.69 | 67.18% |
| KAL KDT Advisors LLC KDT Advisors LLC | 9,004 | $586,929.02 | $1.04M | $457,444.94 | 77.94% |
| BM Berkeley Meredith Hughes Financial Services LLC | 3,188 | $231,865.19 | $369,776.12 | $137,910.93 | 59.48% |
Post Resch Tallon Group Inc. Post Resch Tallon Group Inc. | 9,563 | $569,013.5 | $1.11M | $540,198.87 | 94.94% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 3,130 | $185,296 | $363,048.7 | $177,752.7 | 95.93% |
Drum Hill Capital LLC Drum Hill Capital LLC | 3,106 | $215,494.5 | $360,264.94 | $144,770.44 | 67.18% |
Warburton Capital Management LLC Warburton Capital Management LLC | 5,363 | $326,041.37 | $622,054.37 | $296,013 | 90.79% |
| MO Matthew Ottusch Cushing Capital Partners LLC | 7,298 | $450,858.41 | $846,495.02 | $395,636.61 | 87.75% |
| TW Travis Weitz Unified Investment Management | 11,927 | $709,209.05 | $1.38M | $674,203.68 | 95.06% |
HMV Wealth Advisors LLC HMV Wealth Advisors LLC | 12,175 | $728,758.5 | $1.41M | $683,419.75 | 93.78% |
| PAM PCG Asset Management LLC PCG Asset Management LLC | 9,334 | $552,572.95 | $1.08M | $530,077.71 | 95.93% |
| JA Jonathan Ameen Impact Capital Partners LLC | 8,471 | $543,866.15 | $982,551.29 | $438,685.14 | 80.66% |
Burling Wealth Partners LLC Burling Wealth Partners LLC | 27,508 | $1.63M | $3.19M | $1.56M | 95.76% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 1,046 | $63,240.29 | $121,325.54 | $58,085.25 | 91.85% |