| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TE Tony Edwards BankPlus Wealth Management LLC | 2,174 | $466,113.16 | $669,135.46 | $203,022.3 | 43.56% |
| EJK Edward J. King Graney & King LLC | 625 | $131,697.77 | $192,368.75 | $60,670.98 | 46.07% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 70 | $17,516.36 | $21,545.3 | $4,028.94 | 23% |
| BW Bradley Wilson Crews Bank & Trust | 22 | $4,626 | $6,771.38 | $2,145.38 | 46.38% |
SummitTX Capital LP SummitTX Capital LP | 33,849 | $11.68M | $10.42M | -$1.26M | -10.82% |
| RN Ron New Whipplewood Advisors LLC | 59 | $15,037.7 | $18,159.61 | $3,121.91 | 20.76% |
| PBS P. Brian Saxton Saiph Capital LLC | 1,392 | $349,333.23 | $428,443.68 | $79,110.45 | 22.65% |
| GHI George Hall II One8Zero8 LLC | 1,260 | $263,730.19 | $387,815.4 | $124,085.21 | 47.05% |
| LSL Legacy Solutions LLC Legacy Solutions LLC | 911 | $229,776.86 | $280,396.69 | $50,619.83 | 22.03% |
| SK Samira Kadam Synergy Investment Management LLC | 12 | $4,141 | $3,693.48 | -$447.52 | -10.81% |
| CWA CogentBlue Wealth Advisors LLC CogentBlue Wealth Advisors LLC | 1,982 | $416,804.12 | $610,039.78 | $193,235.66 | 46.36% |
| SLB Susan L. Bloom Kentucky Trust Co | 3 | $1,035 | $923.37 | -$111.63 | -10.79% |
| HL Heather LeVar Roxbury Financial LLC | 134 | $28,309.25 | $41,243.86 | $12,934.61 | 45.69% |
| BM Berkeley Meredith Hughes Financial Services LLC | 17 | $3,834.53 | $5,232.43 | $1,397.9 | 36.46% |
| JA Jonathan Ameen Impact Capital Partners LLC | 1,284 | $270,015.9 | $395,202.36 | $125,186.46 | 46.36% |
Burling Wealth Partners LLC Burling Wealth Partners LLC | 2,017 | $424,134.69 | $620,812.43 | $196,677.74 | 46.37% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 67 | $14,333.33 | $20,621.93 | $6,288.6 | 43.87% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 724 | $181,541.82 | $222,839.96 | $41,298.14 | 22.75% |
| IAL Intellus Advisors LLC Intellus Advisors LLC | 775 | $236,693 | $238,537.25 | $1,844.25 | 0.78% |
Victrix Investment Advisors Victrix Investment Advisors | 3,389 | $857,277.13 | $1.04M | $185,823.18 | 21.68% |