| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AFI Atala Financial Inc. Atala Financial Inc. | 3,500 | $228,591 | $256,042.5 | $27,451.5 | 12.01% |
| MC Michael Chadwick Fiscal Wisdom Wealth Management LLC | 4,396 | $316,292 | $324,051.14 | $7,759.14 | 2.45% |
BostonPremier Wealth LLC BostonPremier Wealth LLC | 3,915 | $204,957.16 | $289,064.02 | $84,106.86 | 41.04% |
Samira Kadam Synergy Investment Management LLC | 2,875 | $196,044.66 | $211,398.75 | $15,354.09 | 7.83% |
| EJP Erick J. Palacios Palacios Wealth Management LLC | 5,140 | $275,787.65 | $378,843.7 | $103,056.05 | 37.37% |
| SLB Susan L. Bloom Kentucky Trust Co | 2,096 | $109,599.84 | $154,768.64 | $45,168.8 | 41.21% |
Heather LeVar Roxbury Financial LLC | 5,663 | $297,718.28 | $414,135.19 | $116,416.91 | 39.1% |
| KD Keith Diamond Prudent Man Investment Management Inc. | 180 | $9,413 | $12,880.8 | $3,467.8 | 36.84% |
| PIF Partners in Financial Planning Partners in Financial Planning | 3,400 | $224,366 | $248,727 | $24,361 | 10.86% |
| KAL KDT Advisors LLC KDT Advisors LLC | 6,245 | $326,551 | $459,194.85 | $132,643.85 | 40.62% |
| BM Berkeley Meredith Hughes Financial Services LLC | 600 | $36,131.99 | $44,304 | $8,172.01 | 22.62% |
Post Resch Tallon Group Inc. Post Resch Tallon Group Inc. | 3,729 | $242,551.55 | $272,794.99 | $30,243.44 | 12.47% |
| JA Joshua Angell Poinciana Advisors Group LLC | 3,815 | $222,719.6 | $281,031.97 | $58,312.37 | 26.18% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 262 | $13,700 | $19,160.06 | $5,460.06 | 39.85% |
| CL Chris Lein Partners Wealth Management LLC | 8,676 | $455,404.18 | $638,857.26 | $183,453.08 | 40.28% |
| JA Jonathan Ameen Impact Capital Partners LLC | 5,513 | $289,863.93 | $403,165.69 | $113,301.76 | 39.09% |
Promus Capital LLC Promus Capital LLC | 665 | $35,075.36 | $48,631.45 | $13,556.09 | 38.65% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 1,893 | $104,325.1 | $139,779.12 | $35,454.02 | 33.98% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 5,520 | $306,023.49 | $403,677.6 | $97,654.11 | 31.91% |
| DN Daniel Newman Noble Wealth Management PBC | 21 | $1,464.33 | $1,552.32 | $87.99 | 6.01% |