| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NWM Nova Wealth Management Inc. Nova Wealth Management Inc. | 70 | $17,516.36 | $21,239.4 | $3,723.04 | 21.25% |
| BW Bradley Wilson Crews Bank & Trust | 22 | $4,626 | $6,675.24 | $2,049.24 | 44.3% |
| SCL SummitTX Capital LP SummitTX Capital LP | 33,849 | $11.68M | $10.27M | -$1.41M | -12.09% |
| RN Ron New Whipplewood Advisors LLC | 59 | $15,037.7 | $17,901.78 | $2,864.08 | 19.05% |
| PBS P. Brian Saxton Saiph Capital LLC | 1,392 | $349,333.23 | $422,360.64 | $73,027.41 | 20.9% |
| GHI George Hall II One8Zero8 LLC | 1,260 | $263,730.19 | $382,309.2 | $118,579.01 | 44.96% |
| LSL Legacy Solutions LLC Legacy Solutions LLC | 911 | $229,776.86 | $276,415.62 | $46,638.76 | 20.3% |
| SK Samira Kadam Synergy Investment Management LLC | 12 | $4,141 | $3,641.04 | -$499.96 | -12.07% |
| CWA CogentBlue Wealth Advisors LLC CogentBlue Wealth Advisors LLC | 1,982 | $416,804.12 | $601,378.44 | $184,574.32 | 44.28% |
| SLB Susan L. Bloom Kentucky Trust Co | 3 | $1,035 | $910.26 | -$124.74 | -12.05% |
| HL Heather LeVar Roxbury Financial LLC | 134 | $28,309.25 | $40,658.28 | $12,349.03 | 43.62% |
| BM Berkeley Meredith Hughes Financial Services LLC | 17 | $3,834.53 | $5,158.14 | $1,323.61 | 34.52% |
| JA Jonathan Ameen Impact Capital Partners LLC | 1,284 | $270,015.9 | $389,591.28 | $119,575.38 | 44.28% |
| BWP Burling Wealth Partners LLC Burling Wealth Partners LLC | 2,017 | $424,134.69 | $611,998.14 | $187,863.45 | 44.29% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 67 | $14,333.33 | $20,329.14 | $5,995.81 | 41.83% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 724 | $181,541.82 | $219,676.08 | $38,134.26 | 21.01% |
| IAL Intellus Advisors LLC Intellus Advisors LLC | 775 | $236,693 | $235,150.5 | -$1,542.5 | -0.65% |
| VIA Victrix Investment Advisors Victrix Investment Advisors | 3,389 | $857,277.13 | $1.03M | $171,013.25 | 19.95% |
| FG Fabian Guerra Guerra Advisors Inc. | 5 | $1,527 | $1,517.1 | -$9.9 | -0.65% |
| BG Byron Gustus Cornerstone Select Advisors LLC | 6,256 | $1.36M | $1.9M | $536,595.94 | 39.41% |