| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Seneschal Advisors LLC Seneschal Advisors LLC | 4,707 | $67,075 | $68,863.41 | $1,788.41 | 2.67% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 200 | $2,734 | $2,950 | $216 | 7.9% |
| IFA Investor's Fiduciary Advisor Network LLC Investor's Fiduciary Advisor Network LLC | 12,422 | $177,389.05 | $182,604.64 | $5,215.59 | 2.94% |
| SL Sharpepoint LLC Sharpepoint LLC | 218,139 | $3.09M | $3.21M | $126,133.11 | 4.09% |
| PS Paula Spurgeon BankPlus Trust Department | 5,560 | $80,120 | $81,370.6 | $1,250.6 | 1.56% |
| SIM Sims Investment Management LLC Sims Investment Management LLC | 385,399 | $5.55M | $5.68M | $134,753.24 | 2.43% |
| SLB Susan L. Bloom Kentucky Trust Co | 8,252 | $118,911 | $121,634.48 | $2,723.48 | 2.29% |
Kingstone Capital Partners Texas LLC Kingstone Capital Partners Texas LLC | 314,746 | $4.37M | $4.64M | $274,582.54 | 6.29% |
Rydar Equities Inc. Rydar Equities Inc. | 2,833 | $42,215 | $42,112.54 | -$102.46 | -0.24% |
William F. Blake PMG Family Office LLC | 104,440 | $1.49M | $1.54M | $55,481.66 | 3.73% |