| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LMR Lindsay Marie Rider Capital & Planning LLC | 1 | $139 | $137.94 | -$1.06 | -0.76% |
| AFI Atala Financial Inc. Atala Financial Inc. | 1,851 | $170,976.92 | $255,326.94 | $84,350.02 | 49.33% |
| SK Samira Kadam Synergy Investment Management LLC | 529 | $73,675 | $73,049.61 | -$625.39 | -0.85% |
| SLB Susan L. Bloom Kentucky Trust Co | 10 | $1,394 | $1,321.6 | -$72.4 | -5.19% |
Heather LeVar Roxbury Financial LLC | 948 | $88,894.8 | $130,909.32 | $42,014.52 | 47.26% |
| KD Keith Diamond Prudent Man Investment Management Inc. | 132 | $12,193 | $18,208.08 | $6,015.08 | 49.33% |
| BM Berkeley Meredith Hughes Financial Services LLC | 112 | $12,996.23 | $15,523.51 | $2,527.28 | 19.45% |
| JA Joshua Angell Poinciana Advisors Group LLC | 3,196 | $295,445.48 | $441,335.64 | $145,890.16 | 49.38% |
| CL Chris Lein Partners Wealth Management LLC | 2,150 | $241,559.14 | $296,893.5 | $55,334.36 | 22.91% |
Warburton Capital Management LLC Warburton Capital Management LLC | 1,884 | $233,869.7 | $260,161.56 | $26,291.86 | 11.24% |
| JA Jonathan Ameen Impact Capital Partners LLC | 1,703 | $209,641.69 | $229,479.25 | $19,837.56 | 9.46% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 1,071 | $101,074.99 | $148,547.7 | $47,472.71 | 46.97% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 4,551 | $485,973.9 | $630,781.34 | $144,807.44 | 29.8% |
| DN Daniel Newman Noble Wealth Management PBC | 9 | $1,137 | $1,247.43 | $110.43 | 9.71% |
North Forty Two & Co. North Forty Two & Co. | 5,405 | $499,259.98 | $746,376.45 | $247,116.47 | 49.5% |
| FG Fabian Guerra Guerra Advisors Inc. | 179 | $19,881 | $24,809.9 | $4,928.9 | 24.79% |
| BG Byron Gustus Cornerstone Select Advisors LLC | 15,604 | $1.59M | $2.16M | $577,648.52 | 36.44% |
| ASB Albert Sidney Browning Integras Partners LLC | 24,623 | $2.29M | $3.41M | $1.12M | 48.89% |
Bay Capital Advisors LLC Bay Capital Advisors LLC | 1,719 | $210,966 | $238,258.21 | $27,292.21 | 12.94% |
| RH Richard Harris Aspire Growth Partners LLC | 1,947 | $216,294.56 | $269,859.65 | $53,565.09 | 24.76% |