| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nova Wealth Management Inc. Nova Wealth Management Inc. | 618 | $90,296 | $94,207.92 | $3,911.92 | 4.33% |
Bradley Wilson Crews Bank & Trust | 95 | $7,498 | $14,481.8 | $6,983.8 | 93.14% |
| RN Ron New Whipplewood Advisors LLC | 208 | $27,237.58 | $31,707.52 | $4,469.94 | 16.41% |
| BBD BLI - Banque de Luxembourg Investments BLI - Banque de Luxembourg Investments | 2,484 | $196,571.29 | $378,660.96 | $182,089.67 | 92.63% |
| LSL Legacy Solutions LLC Legacy Solutions LLC | 2,818 | $229,183.93 | $406,792.39 | $177,608.46 | 77.5% |
| PPL Postrock Partners LLC Postrock Partners LLC | 1,880 | $206,706 | $271,772.8 | $65,066.8 | 31.48% |
| AFI Atala Financial Inc. Atala Financial Inc. | 1,660 | $223,730 | $253,050.4 | $29,320.4 | 13.11% |
Samira Kadam Synergy Investment Management LLC | 75 | $10,381.16 | $10,873.5 | $492.34 | 4.74% |
| SLB Susan L. Bloom Kentucky Trust Co | 1,594 | $129,202.74 | $235,322.22 | $106,119.48 | 82.13% |
Scott Schroeder Longaeva Partners LP | 118,276 | $15.49M | $18.03M | $2.54M | 16.41% |
Heather LeVar Roxbury Financial LLC | 140 | $15,193.19 | $21,341.6 | $6,148.41 | 40.47% |
| TM Thomas Morgan Corps Capital Advisors LLC | 1,788 | $261,245 | $261,441.36 | $196.36 | 0.08% |
Crux Wealth Advisors Crux Wealth Advisors | 2,310 | $183,706.64 | $361,445.7 | $177,739.06 | 96.75% |
| BM Berkeley Meredith Hughes Financial Services LLC | 65 | $7,404.47 | $9,595.95 | $2,191.48 | 29.6% |
| JA Jonathan Ameen Impact Capital Partners LLC | 3,528 | $279,735.9 | $552,026.16 | $272,290.26 | 97.34% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 56 | $6,472.93 | $8,267.28 | $1,794.35 | 27.72% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 4,652 | $386,049.74 | $709,150.88 | $323,101.14 | 83.69% |
| DN Daniel Newman Noble Wealth Management PBC | 6 | $877 | $877.74 | $0.74 | 0.08% |
| DRL Dean R. Larabee III RFG - Bristol Wealth Advisors LLC | 2,816 | $222,267 | $440,619.52 | $218,352.52 | 98.24% |
| FG Fabian Guerra Guerra Advisors Inc. | 196 | $21,550 | $28,496.44 | $6,946.44 | 32.23% |