| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Elizabeth Arce Sovran Advisors LLC | 11,822 | $910,626.37 | $943,159.16 | $32,532.79 | 3.57% |
Westmount Partners LLC Westmount Partners LLC | 8,630 | $713,829.86 | $688,889.75 | -$24,940.11 | -3.49% |
| EJK Edward J. King Graney & King LLC | 663 | $47,716.59 | $52,967.07 | $5,250.48 | 11% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 395 | $29,811.6 | $31,505.2 | $1,693.6 | 5.68% |
| MP Marcus Pimentel SLT Holdings LLC | 3,000 | $241,016.4 | $236,880 | -$4,136.4 | -1.72% |
Bradley Wilson Crews Bank & Trust | 15,836 | $1.14M | $1.26M | $121,172.48 | 10.61% |
| RN Ron New Whipplewood Advisors LLC | 106 | $9,845.28 | $8,454.56 | -$1,390.72 | -14.13% |
| BIM Brentview Investment Management LLC Brentview Investment Management LLC | 73,177 | $5.34M | $5.78M | $439,339.93 | 8.23% |
| JB Joshalyn Baca TigerOak Management LLC | 12,345 | $891,988.08 | $987,476.55 | $95,488.47 | 10.71% |
| TM Terry McHugh McHugh Group LLC | 6,180 | $447,338.99 | $488,158.2 | $40,819.21 | 9.12% |
| FFS Flavin Financial Services Inc. Flavin Financial Services Inc. | 35,638 | $2.59M | $2.81M | $214,538.64 | 8.27% |
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 19,727 | $1.44M | $1.58M | $135,831.4 | 9.43% |
George Hall II One8Zero8 LLC | 4,250 | $322,269.5 | $339,256.25 | $16,986.75 | 5.27% |
Purkiss Capital Advisors LLC Purkiss Capital Advisors LLC | 19,516 | $1.45M | $1.56M | $111,301.24 | 7.69% |
| TS Thomas Stadum Fjell Capital LLC | 19,990 | $1.47M | $1.58M | $105,999.06 | 7.19% |
| FLP Financial Life Planners Financial Life Planners | 322 | $29,857.48 | $25,721.36 | -$4,136.12 | -13.85% |
| KH Kyle Hammerschmidt MOKAN Wealth Management Inc. | 7,578 | $591,699 | $597,828.42 | $6,129.42 | 1.04% |
Samira Kadam Synergy Investment Management LLC | 1,627 | $144,699.65 | $128,305.22 | -$16,394.43 | -11.33% |
Clare Market Investments LLC Clare Market Investments LLC | 11,730 | $974,688.46 | $935,350.2 | -$39,338.26 | -4.04% |
| SLB Susan L. Bloom Kentucky Trust Co | 11,957 | $860,188.89 | $944,124.72 | $83,935.83 | 9.76% |