| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SLB Susan L. Bloom Kentucky Trust Co | 18,691 | $2.71M | $3.68M | $966,322.66 | 35.62% |
Bryan Molinar Atlas Legacy Advisors LLC | 5,108 | $789,387.29 | $1.01M | $216,020.35 | 27.37% |
Scott Schroeder Longaeva Partners LP | 27,441 | $5.1M | $5.49M | $389,113.11 | 7.63% |
Heather LeVar Roxbury Financial LLC | 6,495 | $946,761.01 | $1.28M | $331,649.84 | 35.03% |
| TM Thomas Morgan Corps Capital Advisors LLC | 3,569 | $738,433.82 | $702,486.27 | -$35,947.55 | -4.87% |
| KD Keith Diamond Prudent Man Investment Management Inc. | 373 | $54,517.66 | $73,417.59 | $18,899.93 | 34.67% |
| PIF Partners in Financial Planning Partners in Financial Planning | 7,634 | $1.21M | $1.42M | $210,343.6 | 17.33% |
| CW Chung Wu Chung Wu Investment Group LLC | 2,020 | $416,663.8 | $397,596.6 | -$19,067.2 | -4.58% |
| RZ Rich Zeitz Bravias Capital Group LLC | 1,639 | $244,584.11 | $322,604.37 | $78,020.26 | 31.9% |
| KAL KDT Advisors LLC KDT Advisors LLC | 5,111 | $765,457.48 | $1.01M | $240,540.65 | 31.42% |
| BM Berkeley Meredith Hughes Financial Services LLC | 1,296 | $220,467.99 | $255,143.52 | $34,675.53 | 15.73% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 1,229 | $178,010.25 | $241,904.07 | $63,893.82 | 35.89% |
| LIL LifeGoal Investments LLC LifeGoal Investments LLC | 3,037 | $499,696.89 | $597,772.71 | $98,075.82 | 19.63% |
| CL Chris Lein Partners Wealth Management LLC | 2,632 | $386,847.75 | $518,056.56 | $131,208.81 | 33.92% |
| TW Travis Weitz Unified Investment Management | 5,346 | $774,648.07 | $1.05M | $277,605.11 | 35.84% |
HMV Wealth Advisors LLC HMV Wealth Advisors LLC | 1,326 | $270,386.16 | $260,996.58 | -$9,389.58 | -3.47% |
| PAM PCG Asset Management LLC PCG Asset Management LLC | 3,761 | $546,468.97 | $740,277.63 | $193,808.66 | 35.47% |
| JA Jonathan Ameen Impact Capital Partners LLC | 14,946 | $2.38M | $2.94M | $557,657.14 | 23.39% |
Promus Capital LLC Promus Capital LLC | 951 | $142,470.85 | $187,185.33 | $44,714.48 | 31.39% |
Burling Wealth Partners LLC Burling Wealth Partners LLC | 9,406 | $1.36M | $1.85M | $489,002.16 | 35.89% |