| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Samira Kadam Synergy Investment Management LLC | 3,132 | $249,530.34 | $288,488.52 | $38,958.18 | 15.61% |
Clare Market Investments LLC Clare Market Investments LLC | 30,654 | $1.96M | $2.76M | $798,943.34 | 40.69% |
| SLB Susan L. Bloom Kentucky Trust Co | 24,817 | $1.55M | $2.28M | $733,646.12 | 47.35% |
| JS Joseph Shenton Permanent Capital Management LP | 12,263 | $821,850.51 | $1.11M | $283,168.42 | 34.45% |
Bryan Molinar Atlas Legacy Advisors LLC | 4,959 | $347,675.01 | $455,137.02 | $107,462.01 | 30.91% |
Scott Schroeder Longaeva Partners LP | 37,215 | $3.02M | $3.42M | $391,129.7 | 12.93% |
Heather LeVar Roxbury Financial LLC | 14,141 | $908,326.74 | $1.3M | $389,534.24 | 42.88% |
| CW Chung Wu Chung Wu Investment Group LLC | 900 | $66,831 | $81,099 | $14,268 | 21.35% |
| BM Berkeley Meredith Hughes Financial Services LLC | 7,525 | $479,388.01 | $692,300 | $212,911.99 | 44.41% |
Post Resch Tallon Group Inc. Post Resch Tallon Group Inc. | 4,232 | $268,114.39 | $388,412.96 | $120,298.57 | 44.87% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 8,970 | $558,459.63 | $823,266.6 | $264,806.97 | 47.42% |
Drum Hill Capital LLC Drum Hill Capital LLC | 3,070 | $219,873.89 | $283,852.2 | $63,978.31 | 29.1% |
| LIL LifeGoal Investments LLC LifeGoal Investments LLC | 11,824 | $1.02M | $1.09M | $67,366.72 | 6.62% |
| CL Chris Lein Partners Wealth Management LLC | 9,910 | $616,996.49 | $911,621.89 | $294,625.4 | 47.75% |
| TW Travis Weitz Unified Investment Management | 4,843 | $304,561.8 | $436,402.73 | $131,840.93 | 43.29% |
HMV Wealth Advisors LLC HMV Wealth Advisors LLC | 4,850 | $305,113.4 | $447,388.25 | $142,274.85 | 46.63% |
| PAM PCG Asset Management LLC PCG Asset Management LLC | 4,465 | $277,990.53 | $411,762.3 | $133,771.77 | 48.12% |
| JA Jonathan Ameen Impact Capital Partners LLC | 58,296 | $3.71M | $5.25M | $1.54M | 41.45% |
Burling Wealth Partners LLC Burling Wealth Partners LLC | 9,128 | $589,390.96 | $822,524.08 | $233,133.12 | 39.55% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 1,493 | $97,454.96 | $137,356 | $39,901.04 | 40.94% |