| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Purkiss Capital Advisors LLC Purkiss Capital Advisors LLC | 1,664 | $313,858.59 | $372,952.32 | $59,093.73 | 18.83% |
| IAL IFC Advisors LLC IFC Advisors LLC | 928 | $214,596.34 | $207,992.64 | -$6,603.7 | -3.08% |
| FLP Financial Life Planners Financial Life Planners | 3,949 | $763,408.36 | $877,941.68 | $114,533.32 | 15% |
| PPL Postrock Partners LLC Postrock Partners LLC | 1,850 | $202,334 | $403,041 | $200,707 | 99.2% |
Samira Kadam Synergy Investment Management LLC | 1,078 | $278,246.94 | $234,702.16 | -$43,544.78 | -15.65% |
| EJP Erick J. Palacios Palacios Wealth Management LLC | 1,250 | $232,663 | $272,575 | $39,912 | 17.15% |
| SLB Susan L. Bloom Kentucky Trust Co | 2 | $461 | $439.4 | -$21.6 | -4.69% |
| JS Joseph Shenton Permanent Capital Management LP | 1,239 | $140,110.71 | $275,058 | $134,947.29 | 96.31% |
Scott Schroeder Longaeva Partners LP | 5,321 | $1.43M | $1.18M | -$247,639.28 | -17.31% |
Heather LeVar Roxbury Financial LLC | 55 | $14,794 | $12,211.65 | -$2,582.35 | -17.46% |
| CW Chung Wu Chung Wu Investment Group LLC | 1,700 | $314,983 | $377,978 | $62,995 | 20% |
| BM Berkeley Meredith Hughes Financial Services LLC | 44 | $9,247.23 | $9,669 | $421.77 | 4.56% |
| JA Joshua Angell Poinciana Advisors Group LLC | 2,132 | $233,944.6 | $469,690.26 | $235,745.66 | 100.77% |
| JA Jonathan Ameen Impact Capital Partners LLC | 2,030 | $314,583.16 | $451,350.2 | $136,767.04 | 43.48% |
Promus Capital LLC Promus Capital LLC | 1,363 | $149,071 | $302,981.27 | $153,910.27 | 103.25% |
Burling Wealth Partners LLC Burling Wealth Partners LLC | 1,617 | $177,234.01 | $362,418.21 | $185,184.2 | 104.49% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 57 | $12,373.4 | $12,525.75 | $152.35 | 1.23% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 2,927 | $336,674.28 | $650,642.83 | $313,968.55 | 93.26% |
| DN Daniel Newman Noble Wealth Management PBC | 215 | $43,264.76 | $47,641.85 | $4,377.09 | 10.12% |
| MDR Michael D. Richards Jr. Capital A Wealth Management LLC | 179 | $19,566.72 | $39,743.37 | $20,176.65 | 103.12% |