| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 752 | $69,441 | $117,500 | $48,059 | 69.21% |
Allyson Mickool Florida Financial Advisors LLC | 2,351 | $288,196.58 | $367,590.6 | $79,394.02 | 27.55% |
Elizabeth Arce Sovran Advisors LLC | 8,475 | $899,535.22 | $1.33M | $426,209.03 | 47.38% |
Westmount Partners LLC Westmount Partners LLC | 2,887 | $249,121.57 | $450,805.05 | $201,683.48 | 80.96% |
| EJK Edward J. King Graney & King LLC | 87 | $8,061.62 | $13,620.72 | $5,559.1 | 68.96% |
Bradley Wilson Crews Bank & Trust | 336 | $33,480.11 | $52,582.32 | $19,102.21 | 57.06% |
SummitTX Capital LP SummitTX Capital LP | 41,589 | $5.25M | $6.49M | $1.23M | 23.46% |
| RN Ron New Whipplewood Advisors LLC | 23 | $3,205.55 | $3,599.38 | $393.83 | 12.29% |
| KDS Kurt D. Schrader Carbahal Olsen Financial Services Group LLC | 2,975 | $275,036.14 | $463,356.25 | $188,320.11 | 68.47% |
Cache Advisors LLC Cache Advisors LLC | 14,993 | $1.6M | $2.34M | $739,892.29 | 46.19% |
| BBD BLI - Banque de Luxembourg Investments BLI - Banque de Luxembourg Investments | 45,231 | $5.64M | $7.08M | $1.44M | 25.52% |
| PBS P. Brian Saxton Saiph Capital LLC | 6,717 | $842,787.17 | $1.05M | $209,296.54 | 24.83% |
Purkiss Capital Advisors LLC Purkiss Capital Advisors LLC | 1,893 | $211,276.46 | $296,585.77 | $85,309.31 | 40.38% |
Citrine Capital LLC Citrine Capital LLC | 1,587 | $236,542 | $247,778.31 | $11,236.31 | 4.75% |
| PPL Postrock Partners LLC Postrock Partners LLC | 2,681 | $247,644 | $426,290.8 | $178,646.8 | 72.14% |
| KH Kyle Hammerschmidt MOKAN Wealth Management Inc. | 10,399 | $1.19M | $1.65M | $461,995.14 | 38.98% |
| AFI Atala Financial Inc. Atala Financial Inc. | 1,851 | $170,976.92 | $291,291.87 | $120,314.95 | 70.37% |
Samira Kadam Synergy Investment Management LLC | 583 | $80,537.54 | $92,842.75 | $12,305.21 | 15.28% |
| SLB Susan L. Bloom Kentucky Trust Co | 10 | $1,394 | $1,573.7 | $179.7 | 12.89% |
Heather LeVar Roxbury Financial LLC | 952 | $89,491.16 | $148,930.88 | $59,439.72 | 66.42% |