| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
George Hall II One8Zero8 LLC | 1,400 | $357,851.14 | $526,385.99 | $168,534.85 | 47.1% |
Purkiss Capital Advisors LLC Purkiss Capital Advisors LLC | 6,988 | $1.8M | $2.68M | $878,472.03 | 48.77% |
| WAM Wernau Asset Management Inc. Wernau Asset Management Inc. | 1,911 | $471,207.66 | $726,581.31 | $255,373.65 | 54.2% |
Citrine Capital LLC Citrine Capital LLC | 850 | $365,747 | $319,591.49 | -$46,155.51 | -12.62% |
| LSL Legacy Solutions LLC Legacy Solutions LLC | 3,729 | $1.15M | $1.42M | $272,668.3 | 23.74% |
| FLP Financial Life Planners Financial Life Planners | 500 | $214,401.27 | $187,994.99 | -$26,406.28 | -12.32% |
| AJG Andrew J. Gilbert Keystone Financial Group Inc. | 159 | $38,686.65 | $60,850.89 | $22,164.24 | 57.29% |
| SC Stacey Cole Haven Private LLC | 800 | $238,254.96 | $307,024 | $68,769.04 | 28.86% |
| DCL Dahring | Cusmano LLC Dahring | Cusmano LLC | 1,043 | $252,542 | $396,439.08 | $143,897.08 | 56.98% |
BostonPremier Wealth LLC BostonPremier Wealth LLC | 2,724 | $672,162.67 | $1.04M | $365,163.77 | 54.33% |
Samira Kadam Synergy Investment Management LLC | 752 | $199,180.02 | $286,248.8 | $87,068.78 | 43.71% |
| DC David Cantor LongView Asset Management LLC | 1,562 | $411,599.29 | $593,185.12 | $181,585.83 | 44.12% |
| CWA CogentBlue Wealth Advisors LLC CogentBlue Wealth Advisors LLC | 820 | $302,133.21 | $311,403.2 | $9,269.99 | 3.07% |
Clare Market Investments LLC Clare Market Investments LLC | 14,310 | $4.58M | $5.49M | $915,966.41 | 20.02% |
| SLB Susan L. Bloom Kentucky Trust Co | 365 | $102,441.95 | $139,689.15 | $37,247.2 | 36.36% |
| JS Joseph Shenton Permanent Capital Management LP | 8,157 | $2.9M | $3.07M | $167,381.59 | 5.77% |
Heather LeVar Roxbury Financial LLC | 428 | $149,037.1 | $160,923.72 | $11,886.62 | 7.98% |
| TM Thomas Morgan Corps Capital Advisors LLC | 2,593 | $983,576.66 | $988,892.41 | $5,315.75 | 0.54% |
| KD Keith Diamond Prudent Man Investment Management Inc. | 1 | $243 | $383.87 | $140.87 | 57.97% |
Crux Wealth Advisors Crux Wealth Advisors | 2,037 | $619,169.55 | $781,157.11 | $161,987.56 | 26.16% |