| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PWP Prasad Wealth Partners LLC Prasad Wealth Partners LLC | 7,165 | $334,974.59 | $647,644.35 | $312,669.76 | 93.34% |
VestGen Advisors LLC VestGen Advisors LLC | 8,327 | $686,066.81 | $766,750.16 | $80,683.35 | 11.76% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 3,677 | $380,386 | $321,921.35 | -$58,464.65 | -15.37% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 525 | $23,567 | $47,454.75 | $23,887.75 | 101.36% |
Mark T. Williams InvesTrust | 10,972 | $557,118.5 | $960,598.6 | $403,480.1 | 72.42% |
Westmount Partners LLC Westmount Partners LLC | 3,513 | $238,187.88 | $307,563.15 | $69,375.27 | 29.13% |
| EJK Edward J. King Graney & King LLC | 30 | $1,358.53 | $2,711.7 | $1,353.17 | 99.61% |
Bradley Wilson Crews Bank & Trust | 7,317 | $331,341.72 | $661,383.63 | $330,041.91 | 99.61% |
| RN Ron New Whipplewood Advisors LLC | 432 | $26,717.21 | $39,048.48 | $12,331.27 | 46.15% |
| FLP Financial Life Planners Financial Life Planners | 668 | $48,104.65 | $60,380.52 | $12,275.87 | 25.52% |
| CM Chelsea Michels Michels Family Financial LLC | 14,091 | $752,271.04 | $1.27M | $521,414.45 | 69.31% |
Samira Kadam Synergy Investment Management LLC | 193 | $17,636.59 | $17,774.33 | $137.74 | 0.78% |
| SLB Susan L. Bloom Kentucky Trust Co | 13,435 | $605,732.63 | $1.21M | $608,657.02 | 100.48% |
Scott Schroeder Longaeva Partners LP | 35,732 | $3.7M | $3.23M | -$466,659.52 | -12.62% |
Heather LeVar Roxbury Financial LLC | 265 | $17,004.95 | $23,953.35 | $6,948.4 | 40.86% |
| PIF Partners in Financial Planning Partners in Financial Planning | 5,888 | $488,004.44 | $532,216.32 | $44,211.88 | 9.06% |
| CW Chung Wu Chung Wu Investment Group LLC | 200 | $15,078 | $17,510 | $2,432 | 16.13% |
| BM Berkeley Meredith Hughes Financial Services LLC | 221 | $18,593.43 | $20,460.18 | $1,866.75 | 10.04% |
| JA Joshua Angell Poinciana Advisors Group LLC | 2,543 | $263,073 | $234,591.75 | -$28,481.25 | -10.83% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 244 | $10,953 | $22,055.16 | $11,102.16 | 101.36% |