| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BFL Baring Financial LLC Baring Financial LLC | 927 | $402,873.45 | $561,419.01 | $158,545.56 | 39.35% |
Cache Advisors LLC Cache Advisors LLC | 35 | $19,716 | $20,906.2 | $1,190.2 | 6.04% |
George Hall II One8Zero8 LLC | 1,088 | $461,239.97 | $658,707.83 | $197,467.86 | 42.81% |
Purkiss Capital Advisors LLC Purkiss Capital Advisors LLC | 400 | $225,320 | $242,272 | $16,952 | 7.52% |
| IAL IFC Advisors LLC IFC Advisors LLC | 3,201 | $1.36M | $1.94M | $577,454.94 | 42.44% |
| TS Thomas Stadum Fjell Capital LLC | 2,908 | $1.25M | $1.71M | $459,641.25 | 36.64% |
| SC Stacey Cole Haven Private LLC | 610 | $266,088.48 | $369,312.29 | $103,223.81 | 38.79% |
| KH Kyle Hammerschmidt MOKAN Wealth Management Inc. | 4,794 | $2.7M | $2.9M | $206,172.37 | 7.65% |
| AFI Atala Financial Inc. Atala Financial Inc. | 11,189 | $4.76M | $6.77M | $2.01M | 42.32% |
| MC Michael Chadwick Fiscal Wisdom Wealth Management LLC | 510 | $235,803.13 | $308,769.29 | $72,966.16 | 30.94% |
| SK Samira Kadam Synergy Investment Management LLC | 12 | $6,760 | $7,246.14 | $486.14 | 7.19% |
| CWA CogentBlue Wealth Advisors LLC CogentBlue Wealth Advisors LLC | 533 | $230,214.74 | $314,192.83 | $83,978.09 | 36.48% |
Centerpoint Advisory Group Centerpoint Advisory Group | 613 | $287,712 | $370,156.97 | $82,444.97 | 28.66% |
| SLB Susan L. Bloom Kentucky Trust Co | 20 | $8,474 | $11,760.5 | $3,286.5 | 38.78% |
| JS Joseph Shenton Permanent Capital Management LP | 1,480 | $680,550.04 | $893,690.56 | $213,140.52 | 31.32% |
Heather LeVar Roxbury Financial LLC | 184 | $80,679.3 | $111,107.47 | $30,428.17 | 37.71% |
Crux Wealth Advisors Crux Wealth Advisors | 652 | $276,954.09 | $393,706.92 | $116,752.83 | 42.16% |
| BM Berkeley Meredith Hughes Financial Services LLC | 62 | $30,021.63 | $37,453.58 | $7,431.95 | 24.76% |
| JA Jonathan Ameen Impact Capital Partners LLC | 1,156 | $489,796.87 | $690,501.92 | $200,705.05 | 40.98% |
Burling Wealth Partners LLC Burling Wealth Partners LLC | 514 | $217,781.8 | $310,502.26 | $92,720.46 | 42.57% |