| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cache Advisors LLC Cache Advisors LLC | 9,897 | $1.96M | $2.08M | $119,594.26 | 6.09% |
| PBS P. Brian Saxton Saiph Capital LLC | 7,435 | $1.41M | $1.56M | $155,648.01 | 11.05% |
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 3,159 | $397,667.32 | $680,227.47 | $282,560.15 | 71.05% |
George Hall II One8Zero8 LLC | 1,150 | $204,159.96 | $248,710.5 | $44,550.54 | 21.82% |
Purkiss Capital Advisors LLC Purkiss Capital Advisors LLC | 2,583 | $384,427.23 | $543,514.86 | $159,087.63 | 41.38% |
| LSL Legacy Solutions LLC Legacy Solutions LLC | 2,743 | $350,814.72 | $577,182.06 | $226,367.34 | 64.53% |
| IAL IFC Advisors LLC IFC Advisors LLC | 16,353 | $2.07M | $3.57M | $1.5M | 72.14% |
| FLP Financial Life Planners Financial Life Planners | 915 | $150,812.88 | $192,534.3 | $41,721.42 | 27.66% |
Samira Kadam Synergy Investment Management LLC | 334 | $64,601.57 | $72,598.24 | $7,996.67 | 12.38% |
| EJP Erick J. Palacios Palacios Wealth Management LLC | 4,785 | $674,015.1 | $1.01M | $332,844.6 | 49.38% |
| SLB Susan L. Bloom Kentucky Trust Co | 119 | $14,961 | $25,039.98 | $10,078.98 | 67.37% |
Bryan Molinar Atlas Legacy Advisors LLC | 13,807 | $2.5M | $2.91M | $402,015.71 | 16.06% |
Scott Schroeder Longaeva Partners LP | 225,079 | $37.75M | $48.92M | $11.18M | 29.61% |
Heather LeVar Roxbury Financial LLC | 378 | $50,061.95 | $79,538.76 | $29,476.81 | 58.88% |
| TM Thomas Morgan Corps Capital Advisors LLC | 987 | $206,322 | $207,684.54 | $1,362.54 | 0.66% |
| CW Chung Wu Chung Wu Investment Group LLC | 9,105 | $1.44M | $1.92M | $471,513.91 | 32.65% |
| GCM Generation Capital Management LLC Generation Capital Management LLC | 963 | $201,306 | $209,587.32 | $8,281.32 | 4.11% |
| DP Debra Pladsen Fortress Financial Group LLC | 105 | $21,949.2 | $22,918.35 | $969.15 | 4.42% |
| BM Berkeley Meredith Hughes Financial Services LLC | 137 | $20,990.72 | $28,827.54 | $7,836.82 | 37.33% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 86 | $10,812 | $18,096.12 | $7,284.12 | 67.37% |