| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Carol Somoano Asset Planning Inc. | 156 | $12,313 | $21,911.76 | $9,598.76 | 77.96% |
Lyn Dippel Curio Wealth LLC | 6 | $786 | $842.76 | $56.76 | 7.22% |
Kaufman Rossin Wealth LLC Kaufman Rossin Wealth LLC | 3,770 | $328,717.57 | $529,534.24 | $200,816.67 | 61.09% |
VestGen Advisors LLC VestGen Advisors LLC | 5,098 | $624,787.07 | $716,065.13 | $91,278.06 | 14.61% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 618 | $90,296 | $86,804.29 | -$3,491.71 | -3.87% |
Bradley Wilson Crews Bank & Trust | 95 | $7,498 | $13,343.7 | $5,845.7 | 77.96% |
| RN Ron New Whipplewood Advisors LLC | 639 | $83,677 | $89,753.95 | $6,076.95 | 7.26% |
| BBD BLI - Banque de Luxembourg Investments BLI - Banque de Luxembourg Investments | 2,584 | $204,484.79 | $362,948.67 | $158,463.88 | 77.49% |
| LSL Legacy Solutions LLC Legacy Solutions LLC | 3,027 | $245,680.33 | $425,172.45 | $179,492.12 | 73.06% |
| PPL Postrock Partners LLC Postrock Partners LLC | 1,880 | $206,706 | $264,064.82 | $57,358.82 | 27.75% |
| AFI Atala Financial Inc. Atala Financial Inc. | 1,660 | $223,730 | $233,163.62 | $9,433.62 | 4.22% |
| SK Samira Kadam Synergy Investment Management LLC | 9 | $1,179 | $1,264.14 | $85.14 | 7.22% |
| SLB Susan L. Bloom Kentucky Trust Co | 1,594 | $129,202.74 | $223,893.26 | $94,690.52 | 73.29% |
Scott Schroeder Longaeva Partners LP | 149,002 | $19.51M | $20.93M | $1.42M | 7.26% |
Heather LeVar Roxbury Financial LLC | 140 | $15,193.19 | $19,664.4 | $4,471.21 | 29.43% |
Crux Wealth Advisors Crux Wealth Advisors | 2,315 | $184,101.27 | $325,164.92 | $141,063.65 | 76.62% |
| DP Debra Pladsen Fortress Financial Group LLC | 1,534 | $200,893 | $215,465.66 | $14,572.66 | 7.25% |
| BM Berkeley Meredith Hughes Financial Services LLC | 40 | $3,751.77 | $5,574.8 | $1,823.03 | 48.59% |
| JA Jonathan Ameen Impact Capital Partners LLC | 3,528 | $279,735.9 | $495,542.92 | $215,807.02 | 77.15% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 36 | $3,550.43 | $5,056.56 | $1,506.13 | 42.42% |