| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Elizabeth Arce Sovran Advisors LLC | 662 | $228,207.57 | $247,402.64 | $19,195.07 | 8.41% |
| JB Jeff Burrow Sierra Ocean LLC | 624 | $166,568.95 | $233,201.28 | $66,632.33 | 40% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 67 | $19,565.37 | $24,619.82 | $5,054.45 | 25.83% |
Bradley Wilson Crews Bank & Trust | 266 | $73,666.12 | $98,106.12 | $24,440 | 33.18% |
| PW Potentia Wealth Potentia Wealth | 1,681 | $448,747.07 | $628,223.32 | $179,476.25 | 39.99% |
SummitTX Capital LP SummitTX Capital LP | 4,481 | $1.54M | $1.68M | $137,745.76 | 8.96% |
GKV Capital Management Co. Inc. GKV Capital Management Co. Inc. | 684 | $233,244 | $255,624.48 | $22,380.48 | 9.6% |
| RN Ron New Whipplewood Advisors LLC | 73 | $25,029.12 | $27,299.08 | $2,269.96 | 9.07% |
George Hall II One8Zero8 LLC | 2,800 | $738,226.98 | $1.05M | $308,861.02 | 41.84% |
| IAL IFC Advisors LLC IFC Advisors LLC | 666 | $181,538.6 | $249,057.36 | $67,518.76 | 37.19% |
| FLP Financial Life Planners Financial Life Planners | 97 | $33,169 | $36,274.12 | $3,105.12 | 9.36% |
| RRR Ryan Robert Robaugh Hickory Asset Management Inc. | 948 | $250,006.92 | $354,883.81 | $104,876.89 | 41.95% |
| LMR Lindsay Marie Rider Capital & Planning LLC | 9,465 | $3.25M | $3.54M | $290,836.4 | 8.95% |
| SK Samira Kadam Synergy Investment Management LLC | 67 | $22,995 | $25,099.54 | $2,104.54 | 9.15% |
| SLB Susan L. Bloom Kentucky Trust Co | 2,936 | $793,955.14 | $1.08M | $284,393.62 | 35.82% |
Bryan Molinar Atlas Legacy Advisors LLC | 2,402 | $689,167.78 | $899,837.24 | $210,669.46 | 30.57% |
Heather LeVar Roxbury Financial LLC | 1,302 | $347,404.46 | $487,755.24 | $140,350.78 | 40.4% |
Crux Wealth Advisors Crux Wealth Advisors | 4,258 | $1.21M | $1.6M | $383,033.8 | 31.6% |
| BM Berkeley Meredith Hughes Financial Services LLC | 124 | $41,225.53 | $46,470.86 | $5,245.33 | 12.72% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 166 | $43,739 | $62,186.92 | $18,447.92 | 42.18% |