| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Elizabeth Arce Sovran Advisors LLC | 2,964 | $363,354.38 | $378,562.08 | $15,207.7 | 4.19% |
Westmount Partners LLC Westmount Partners LLC | 4,144 | $429,406.53 | $529,271.68 | $99,865.15 | 23.26% |
| EJK Edward J. King Graney & King LLC | 100 | $10,774 | $12,772 | $1,998 | 18.54% |
| KGL Kieckhefer Group LLC Kieckhefer Group LLC | 1,748 | $188,330 | $223,254.56 | $34,924.56 | 18.54% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 302 | $33,443.55 | $37,913.08 | $4,469.53 | 13.36% |
Bradley Wilson Crews Bank & Trust | 7,209 | $830,294.5 | $896,367.06 | $66,072.56 | 7.96% |
GKV Capital Management Co. Inc. GKV Capital Management Co. Inc. | 800 | $104,752 | $102,176 | -$2,576 | -2.46% |
Camaron Barta BXM Wealth LLC | 2,777 | $329,278.87 | $354,678.44 | $25,399.57 | 7.71% |
| RN Ron New Whipplewood Advisors LLC | 1,359 | $156,271.65 | $172,735.69 | $16,464.04 | 10.54% |
Siligmueller & Norvid Wealth Advisors LLC Siligmueller & Norvid Wealth Advisors LLC | 1,911 | $236,486 | $244,072.92 | $7,586.92 | 3.21% |
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 6,151 | $666,976.74 | $781,484.55 | $114,507.81 | 17.17% |
| LG Luc Gaudet Louisbourg Investments Inc. | 800 | $77,632 | $101,684 | $24,052 | 30.98% |
George Hall II One8Zero8 LLC | 43,441 | $4.73M | $5.52M | $789,144.81 | 16.68% |
| WCP Wealthcare Capital Partners LLC Wealthcare Capital Partners LLC | 2,748 | $307,425.07 | $349,284.54 | $41,859.47 | 13.62% |
| IAL IFC Advisors LLC IFC Advisors LLC | 2,651 | $285,660.21 | $336,955.35 | $51,295.14 | 17.96% |
| LMR Lindsay Marie Rider Capital & Planning LLC | 52,141 | $6.83M | $6.63M | -$199,996.2 | -2.93% |
| SK Samira Kadam Synergy Investment Management LLC | 457 | $59,827 | $58,084.7 | -$1,742.3 | -2.91% |
| SLB Susan L. Bloom Kentucky Trust Co | 22,058 | $2.38M | $2.76M | $386,897.28 | 16.28% |
Heather LeVar Roxbury Financial LLC | 10,683 | $1.16M | $1.36M | $201,544.9 | 17.43% |
| CW Chung Wu Chung Wu Investment Group LLC | 1,790 | $192,854.32 | $227,509 | $34,654.68 | 17.97% |